1 / 7

What You Need To Look For In A Global Financial Services Firm

<br>A #GlobalFinancialServices Firm can be an invaluable advisor to you as you work towards your financial goals and dreams. https://bit.ly/2MHq1Ft

sotogroup
Download Presentation

What You Need To Look For In A Global Financial Services Firm

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. What You Need To Look For In A Global Financial Services Firm

  2. Financial services refer to the services provided by the finance industry. It plays a very important role in the economy of a place simply because this is a set of businesses that manage money like credit card companies, insurance firms, investment banks, stock brokerages, and banks. A financial planning firm assesses your current financial situation through the collection of some relevant information. • Investment Advisers • Investment advisers provide simple advice regarding securities. Advisers manage an investment portfolio for their clients to make buying and selling decision. Therefore, it is very important to make sure that your money is being handled by someone who knows what they are doing and who has the right certifications.

  3. Financial Planner • A financial planner can be an invaluable advisor to you as you work towards your financial goals and dreams. Their prime responsibilities are accuracy, accountability and customization. Read the tips below to see what you need to look for in a Global financial services firm Verify Credentials • When choosing the firm keep in mind that firm should be certified by the financial planner of Board of Standards. A certified financial firm needs to meet rigorous requirements set by CFPBS. Don't be afraid!Query anything related to finance and see whether you can find any work history or talk to current and past clients.

  4. What are your services? • Before you walk into a shopping mall, you already know what to buy. Likewise, you know what you need from your advisor. Does he provide those services? Make sure your advisor’s expertise and services match your needs • Search the Internet for Financial Planners • Almost all reliable Global Financial services firms have floated a website under their respective names. So, choose the best financial firm online. • Contact the National Association of Financial Planners for a referral • The National Association of Financial Planners is a body that comprises all trained, qualified and reliable financial planners from all global financial firms.

  5. Ask the adviser how he or she will manage irreconcilable circumstances • There's been a significant measure in the press starting late about the move to hold each and every financial adviser to a gatekeeper standard — that is, anticipate that advisers will put customers' interests first. That sounds better than average. However, as a general rule, there's constantly some way that an adviser's advantages may not thoroughly square with yours.

More Related