How to Keep a Financial Planner Client Satisfied

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Financial planners must be skilled communicators. A poor presentation can destroy the trust of a client. A financial planner must be able to clearly and concisely explain complex financial topics. Here are some tips for financial planners to keep clients satisfied: o Be knowledgeable about financial markets. o Always be prepared to answer questions, especially when they are about complex topics like insurance and investments.

o Be open about your financial history. Your financial planner should be able to relate to your fears and background. He or she should be trustworthy and appear to have your best interests at heart. Also, he or she should let you speak freely. If you are considering hiring a financial planner, interview at least three or four. You can then evaluate your options.

o Look for a certified financial planner. These planners are bound by strict standards, including the completion of college-level financial planning courses and a bachelor’s degree. These are the mainstays of the financial planning community. They also adhere to a strict code of ethics. A CFP is responsible for their clients’ best interests, which is why it is important to choose a planner with this credential.

o Be able to explain the ramifications of investing and tax strategies. A financial planner can also help clients clear debt, optimize their spending and allocate retirement assets in the best possible way.

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