Mahi Sall, Advisor, Fintech-Bank Partnerships, Payments and Financial Inclusivity
January 25th, 2023
Mahi Sall is the CEO & Founder of FinXpair, a Berlin-based strategic advisory boutique firm focu[...]
Here Are 10 Tips for Finding a Financial Professional Who May Be The Best Fit For You
Guest Post | Aug 11, 2022
As anyone who has ever applied for a loan knows, online installment loans can be a great way to get the money you need without having to put up your home or other valuable property as collateral. However, finding the right financial professional to help you with your installment loan can be a challenge. Here are 10 tips for finding the best fit for you:
The 10 best tips for finding a financial professional
1. Know what you need
Everyone has different financial needs, so it's important to know what yours are before meeting with any financial professionals. This will help you ask the right questions and find someone who is a good fit for you.
2. Do your research
Not all financial professionals are created equal. Be sure to do your research and read reviews before meeting with anyone.
3. Ask around
Talk to your friends, family, and colleagues to see if they have any recommendations for financial professionals in your area.
4. Meet with several options
Once you've done your research, it's time to start meeting with potential financial professionals. Meeting with multiple people will give you a better idea of who may be the best fit for you.
See: Having a Financial Plan Is More Important Than You Think – Here’s Why
5. Ask lots of questions
This is your financial future we're talking about, so don't be afraid to ask lots of questions! Find out what their experience is, how they would handle your specific financial situation, and what their fees are.
6. Consider credentials
When looking at financial professionals, it's important to consider their credentials. Check to see if they have any certifications or designations that could indicate they're qualified to help you with your finances.
7. Compare fees
Not all financial professionals charge the same fees, so be sure to compare before making a decision. You'll want to find someone who charges a fee that you're comfortable with and who is transparent about their pricing.
8. Get a second opinion
A financial decision should not be made lightly. If you're unsure about something, get a second opinion from another financial professional or even a trusted friend or family member.
9. Read the fine print
Before making any decisions, be sure to read all the fine print. This includes contracts, disclosures, and other important documents. You don't want to make a financial decision without fully understanding the terms and conditions.
10. Trust your gut
At the end of the day, you need to go with your gut feeling. If something doesn't feel right, it probably isn't. Be sure to listen to your intuition when making financial decisions.
The National Crowdfunding & Fintech Association (NCFA Canada) is a financial innovation ecosystem that provides education, market intelligence, industry stewardship, networking and funding opportunities and services to thousands of community members and works closely with industry, government, partners and affiliates to create a vibrant and innovative fintech and funding industry in Canada. Decentralized and distributed, NCFA is engaged with global stakeholders and helps incubate projects and investment in fintech, alternative finance, crowdfunding, peer-to-peer finance, payments, digital assets and tokens, blockchain, cryptocurrency, regtech, and insurtech sectors. Join Canada's Fintech & Funding Community today FREE! Or become a contributing member and get perks. For more information, please visit: www.ncfacanada.org
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