Comments on: Finding a Financial Advisor, Part 3 http://www.canadiancapitalist.com/finding-a-financial-advisor-part-3/ Helping you invest and prosper Sun, 12 Feb 2012 00:54:40 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: Finding a Financial Advisor: The Screening Process | Canadian Capitalist http://www.canadiancapitalist.com/finding-a-financial-advisor-part-3/#comment-244993 Finding a Financial Advisor: The Screening Process | Canadian Capitalist Wed, 18 Aug 2010 02:20:05 +0000 http://www.canadiancapitalist.com/?p=1031#comment-244993 [...] can read Parts 2 and 3 of this series here and here. Post a [...] [...] can read Parts 2 and 3 of this series here and here. Post a [...]

]]> By: find a financial advisor http://www.canadiancapitalist.com/finding-a-financial-advisor-part-3/#comment-212067 find a financial advisor Mon, 01 Mar 2010 15:09:51 +0000 http://www.canadiancapitalist.com/?p=1031#comment-212067 Our firm also helps people find financial advisors on the Internet. One other piece of advice we give investors is to look for advisors who have experience helping other people in your same financial situation. Many advisors focus on a specific group such as retirees, business owners, or people just starting out. If you are a retiree and find an advisor who specializes here, they will have more experience with wills, estates, retirement income, health insurance, etc. Our firm also helps people find financial advisors on the Internet. One other piece of advice we give investors is to look for advisors who have experience helping other people in your same financial situation. Many advisors focus on a specific group such as retirees, business owners, or people just starting out. If you are a retiree and find an advisor who specializes here, they will have more experience with wills, estates, retirement income, health insurance, etc.

]]> By: San Diego Web Designer http://www.canadiancapitalist.com/finding-a-financial-advisor-part-3/#comment-198100 San Diego Web Designer Mon, 17 Aug 2009 16:33:20 +0000 http://www.canadiancapitalist.com/?p=1031#comment-198100 I like Suzey Orman's advice and books. Another valuable resource and approach is Susan Welch's 10-10-10 approach which helps decision making in the following 10 minutes based on how that will impact goals in ten months and ten years I like Suzey Orman’s advice and books. Another valuable resource and approach is Susan Welch’s 10-10-10 approach which helps decision making in the following 10 minutes based on how that will impact goals in ten months and ten years

]]> By: The Financial Blogger | Financial Ramblings http://www.canadiancapitalist.com/finding-a-financial-advisor-part-3/#comment-146074 The Financial Blogger | Financial Ramblings Sat, 02 Aug 2008 10:00:40 +0000 http://www.canadiancapitalist.com/?p=1031#comment-146074 [...] Capitalist also wrote a series on finding a financial advisor. He called different advisor in order to find a fee-only planner. If you like my series on how to [...] [...] Capitalist also wrote a series on finding a financial advisor. He called different advisor in order to find a fee-only planner. If you like my series on how to [...]

]]> By: Book Winner, Another $25 Gift Card Giveaway, and Weekend Reading - August 1, 2008 | Million Dollar Journey http://www.canadiancapitalist.com/finding-a-financial-advisor-part-3/#comment-145803 Book Winner, Another $25 Gift Card Giveaway, and Weekend Reading - August 1, 2008 | Million Dollar Journey Fri, 01 Aug 2008 09:31:02 +0000 http://www.canadiancapitalist.com/?p=1031#comment-145803 [...] Canadian Capitalist finalizes his series on Finding a Financial Advisor. [...] [...] Canadian Capitalist finalizes his series on Finding a Financial Advisor. [...]

]]> By: venter http://www.canadiancapitalist.com/finding-a-financial-advisor-part-3/#comment-145279 venter Tue, 29 Jul 2008 20:05:59 +0000 http://www.canadiancapitalist.com/?p=1031#comment-145279 It's a little bit unfair to limit the choice to advisors with 5 years in the business. Some advisors, like myself, were DIY investors or had other jobs in the area of financial services prior to taking on their own clients. I also understand that the CFP certification is far more demanding and rigorous than it was years ago when many of the more experienced advisors took the exam. It’s a little bit unfair to limit the choice to advisors with 5 years in the business. Some advisors, like myself, were DIY investors or had other jobs in the area of financial services prior to taking on their own clients. I also understand that the CFP certification is far more demanding and rigorous than it was years ago when many of the more experienced advisors took the exam.

]]> By: Pages tagged "engaging" http://www.canadiancapitalist.com/finding-a-financial-advisor-part-3/#comment-145166 Pages tagged "engaging" Tue, 29 Jul 2008 05:03:20 +0000 http://www.canadiancapitalist.com/?p=1031#comment-145166 [...] bookmarks tagged engaging Comment on Finding a Financial Advisor, Part 3 by ... saved by 4 others     komposteradgalning bookmarked on 07/29/08 | [...] [...] bookmarks tagged engaging Comment on Finding a Financial Advisor, Part 3 by … saved by 4 others     komposteradgalning bookmarked on 07/29/08 | [...]

]]> By: Jules http://www.canadiancapitalist.com/finding-a-financial-advisor-part-3/#comment-145156 Jules Tue, 29 Jul 2008 01:39:36 +0000 http://www.canadiancapitalist.com/?p=1031#comment-145156 Hi, I'm Jules and I work at bestrank.com, a company interested in blog advertizing. I found your blog engaging and I'm contacting you to ask if you are interested in blog post sponsorship. If you are interested, kindly mail back for confirmation(jules@bestrank.com).Please include your blog's URL. Looking forward to doing business with you. Sincerely, Jules Viernes BestRank.com Hi,

I’m Jules and I work at bestrank.com, a company interested in blog advertizing. I found
your blog engaging and I’m contacting you to ask if you are interested in blog post
sponsorship.

If you are interested, kindly mail back for confirmation(jules@bestrank.com).Please
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Jules Viernes
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