Episode description
This week we give you an inside look at what goes on inside your first meeting with a financial planner. We go over the different desiganations and what they mean for you so you can make sure the person you're talking to is actually qualified. We then cover many of the best questions you can ask to determine if they are really the best fit for you and your family. There's also tips about proper expectations, governemnt regulations, industry protocols and sales practices you need to be aware of to ensure you're getting the best service possible.
If you live in British Columbia, let us help you take care of the people you love and visit braunfinancial.com
Don't forget you can email us at contact@braunfinancial.com to get a sample of our client fact finder so you can see what to expect, and to make sure your planner is being as thourough as they should be.
Useful Resources:
What it takes to become a Certified Financial Planner: https://www.fpcanada.ca/certifications/cfp-certification