How to Measure a Financial Adviser's Credibility
by Glen Smith, CFP®, CRPC®, Managing Partner, Glen D. Smith & Associates
Apr 10, 2019
4 minutes
Financial advisers wield a large amount of influence over your financial health. It's important to remember that not all financial advisers are created equal, and not all individuals who claim to be financial advisers are educated or experienced in protecting your best interests. Some financial advisers are compensated based off of commissions from products they sell to clients. Therefore, it's crucial to know and understand just how credible a financial adviser is before you allow this professional to advise you on your finances.
Here are four simple ways to cut through misleading marketing to identify a financial adviser's true credibility.
Research Their Background
Understanding the various
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