Melissa George discusses Selecting the Right Financial Planner
Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-melissa-george-founder-ceo-of-investher-fiduciary-solutions-selecting-the-right-financial-planner/
Melissa George, founder and CEO of InvestHer Fiduciary Solutions. They delve into the critical topic of selecting the right financial planner. Melissa emphasizes the importance of not relying solely on quick online searches or recommendations from friends and family. Instead, she advocates for a thorough vetting process to find a planner who can genuinely guide through a financial journey. Listeners will learn key considerations and tips for researching financial professionals, including understanding the credentials and qualifications that can impact their financial future.
When selecting a financial planner, conducting thorough research and asking specific questions is crucial to ensure they align with your financial goals and adhere to fiduciary standards. While the process of finding the right financial planner can be daunting, taking the time to vet potential advisors can lead to a more secure financial future.
Many individuals begin their …