Choosing a Financial Planner
Should You Trust Your Gut? Crime author Patricia Cornwell made major headlines last week when she won a 50 million dollar judgment against a financial manager she claimed mismanaged her money. If you’ve ever used, or are thinking about using a financial planner, you already know just how challenging it can be to select the right money manager. The finance manager you interview may have impressive degrees and four different certification abbreviations behind their name, but let’s get real. Most of us have no idea what they even mean. In the end, the decision to fork your hard earned money over to someone else to manage comes down to trust. How can you know if someone deserves your trust? Well, you should start with conducting basic background research and make sure they haven’t been investigated, imprisoned, or had a 50 million dollar jury verdict against them--but you also have to trust your gut . Businesswoman turned leadership coach, Rebecca Heaslip says people h