Finance Brokers & Financial Planners Working Together
Just recently I have referred some of my clients to a Financial Planner colleague of mine. Until now, I did not realise just how vital it is for finance brokers and financial planners to be working together with the same client in order to deliver even better finance solutions.
The level of comfort that the client and myself now have in their finance strategies moving forward is unparalleled. The expertise and professionalism experienced in the follow up and planning for the future has created this level of calm and ease, and the path forward for this client has never been clearer.
When looking for a financial planner, first check with your broker if there is anybody that they currently work with that they would recommend. Otherwise, check out this link, and do some research.