I passed along this tip to my financial adviser today and she loved it.
“If I were you,” I said, “I’d grab the Wealth Manager special section inside Monday’s (April 13, 2009) Wall Street Journal. There’s a cover story on Seven Questions to Ask When Picking a Financial Advisor. Buy several issues and when meeting with prospective clients, show them the section, and encourage them to ask you those questions.”
The questions are:
1. What’s in the adviser’s background?
2. What do the adviser’s clients say?
3. How does the adviser get paid?
4. Where are the adviser’s checks and balances?
5. What’s the adviser’s track record?
6. Can the adviser put it in writing?
7. What do other pros think?
You can also create a video encouraging people to ask you those questions, and upload it to the video-sharing sites. If you’re seeking mostly local clients, use geographic tags.
On Twitter, tweet about the videos or the questions and link to the article. Likewise on Facebook.
What other creative ways can you use that section?
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