Don’t panic, and look for an adviser who will look out for your best interests.
Harold Evensky is a certified financial planner and author of Hello Harold: A Veteran Financial Advisor Shares Stories to Help Make You Be a Better Investor.
Where should investors who are interested in hiring a financial planner look for advice?
We recommend looking for the three p’s of advice givers: philosophy, or what they believe and how consistent they’ve been in their approach; process, or how they make their philosophy work in the real world; and people—their experience, track record, staff and professional credentials.
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