Here’s how to spot the best influencer financial advisor. This person is laid back and doesn’t put pressure on a prospective client unduly. The finance guy or gal would rather that you take your time in the decision-making process while you are being fed with all the good stuff about banking and finance.
Just like real estate agents, there’s a big reason why banking and finance people are dressed the way they do. They have an image to project and maintain. And it works like magic.
They fail to have converts when you don’t buy the total package. So the image comes first–the rest to follow. Expect them to provide you with a lot of options.
They may hint only subtly at the choices that will give them the most commissions. At the end of the day, it’s still all about the money. Back in the days when the foundations of banking were still being set up, it was clear at the outset that the financial industry is all about self-interest. The stock market, particularly Wall Street is no exception.
Greed is good, or so goes a famous saying about the hectic and extremely materialistic American money market. These days, financial advisors are no less greedy. They are just as hungry as before to make a buck.
At the same time, however, they have steadily acquired a conscience from watching the way the world works. Influenced by the Red Cross, UN missions to feed the hungry, and the worldwide movement to stop global warming, the fresh crop of money managers is better than ever at what it does. They’re a far cry from yesteryear when they could be constantly looking at the clock while you felt trapped being in a closed-door meeting with them.
Today, their doors are wide open and they’re all ears to hear about what you have to say regarding your financial needs and what they have to offer. Their mission has not changed. The best influencer financial advisor is still in it for the money, but social responsibility has crept in, and that’s a good thing.
You yourself are certainly not immune to the same pressures as well as current events that impact daily on your financial advisor’s life. So chances are, you’ve changed just as well and for the better. It takes two to tango or so goes the saying, so these days, the client-advisor relationship is stronger than ever.
In addition, financial software has improved exponentially in keeping with the changing times. There are better and better GPS instruments, just as there are many money apps that take the guesswork out of investing and financial management. They can tell you the future of your money if you let them.