So you've finally made the wise decision to work with an advisor. You realize that especially in today's volatile environment, hiring a professional to mind the proverbial store is certainly better than trying to master everything yourself, but where will you find this professional? When it comes to managing your financial future, cracking the phone book and calling the first advisor listed just isn't enough — you need to do some independent research before making a commitment. Think of it as a marriage of sorts: after all, you wouldn't put that ring on just anybody's finger. That's what dating is for, little opportunities to see if the match works for both parties.
Ask the trustworthy people in your life who's opinion you value
There is one significant difference (among the many) when it comes to seeking a life partner versus an insurance and/or financial advisor, and that is why when you date different people, there are certain qualities you know you're looking for in a spouse. But which qualities should you look for in an advisor?