Life Insurance Quotes

Getting the most out of a financial adviser

09/26/11

According to U.S. News and World Report, when enlisting the services of a financial planner, understanding needs and expectations goes a long way toward establishing a successful relationship. Fostering this relationship takes strong communication and an understanding of core values.

Finding a trustworthy financial adviser often involves asking friends, family or associates for advice, but without these avenues to turn to, one good barometer is the Certified Financial Planner designation, which the source notes is an indication that the financial planner is thorough and knowledgeable.

Establishing a strong relationship with a financial planner requires understanding and honesty. Before a planner makes any recommendations, he or she should make clear just what services will be provided and understand the financial standing, needs and goals of the client. Establishing these parameters at the outset includes determining the length of a contract, outlining the responsibilities of the adviser and comprehensively understanding the goals of the client and his or her financial worth.

Financial advisers can help navigate the often confusing annuities market. Today, life insurance plans and annuities come with many different features, and assessing a client's needs gives a strong financial planner a head start on delivering the right annuity plan. While sales of many financial planning packages suffered in the wake of the economic downturn, annuities sales have seen gains in recent months. 

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