How to Find the Right Financial Advisor (When You’re Unsure What You Need)
Derek N.H. Notman, CFP?
Founder & CEO at Couplr AI | Revolutionizing Financial Advisor Matching through AI Technology for Insurance & Wealth Management Companies | REBL Dad | Speaker | Co-Host Rethink FA Podcast
If you're in the market for financial advice, read this for tips and best practices on how to ind the right advisor for you. If you're a financial advisor in the business of giving advice, this is worth reading to understand the mindset and experience your potential clients are going through.
Finding a financial advisor can feel overwhelming—especially if you're unsure what kind of help you need. Should you rely on personal referrals, or explore AI-driven advisor matching platforms? How do you ensure the advisor you choose is the right fit for your financial goals?
Before making a decision, take a step back and assess your financial needs. Are you looking for investment management, tax strategies, or comprehensive financial planning? Understanding your goals will help you choose between a Certified Financial Planner (CFP?), an investment advisor, a life insurance agent, or a tax-focused professional.
With so many options available, how do you actually find an advisor? Traditional referrals for the longest time were one of the most popular ways of connecting with an advisor, but AI-powered platforms like Couplr AI now offer smarter, data-driven matching. These platforms connect you with advisors who align with on a human level based on share commonalities, preferences, experiences, personality traits and so on which ultimately are crucial to forming rapport and trust to make sure your advisor understands your needs, while also making the search process faster, more efficient, and fun.
There are a lot of things to think about when looking for and choosing an advisor and in fact, choosing the right financial advisor is one of the most important financial decisions you’ll make. Join me for a deep dive on tips, resources, and best practices in our full article on Substack now!
Best Regards,
Derek Notman
Donald Moine, Ph.D., Organizational Psychologist. Rapid Growth Strategies for Financial Advisors, Insurance Agents and Company Founders. Expert Witness. Executive Coach. International Consultant. Speaker. Author.
2 天前Derek N.H. Notman, CFP? How many financial advisors and insurance agents are in the Couplr AI data base? What are the experience requirements and credentials needed to get into the data base of approved advisors?
President At Engage Partners Inc. | Recruiting | Hiring | Helping SMB Use Automation to Boost Productivity, Generate Leads, and Streamline Operations | AI Consultant | Making AI Easy And Impactful
2 天前Absolutely, Derek! You've raised some excellent points. Getting to know your clients really is essential for nurturing strong relationships and earning their trust.