The following is my answer to a Quora question: “What secrets do professionals use to choose a financial consultant?”
There are no secrets. This
is not a magical process. People want to
work with those they know, and are comfortable with. That financial consultant is most likely from a
common business network, has an established reputation, and is a known
quantity. It would be highly unusual for
a person serious about his financial planning to simply take the first person
who calls.
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