3.4 Assignment PF by https://padlet.com/connie_ho/3point4assignmentpf By Connie H. en-us 2018-10-09 00:50:19 UTC 2018-10-09 01:08:20 UTC hello@padlet.com Let’s say I’m looking to hiring a financial expert. connie_ho https://padlet.com/connie_ho/3point4assignmentpf/wish/290526578 2018-10-09 00:54:10 UTC https://padlet.com/connie_ho/3point4assignmentpf/wish/290526578 I would want a financial expert because.. connie_ho https://padlet.com/connie_ho/3point4assignmentpf/wish/290526857
  • they can help plan aspects of my life I am not very knowledgeable about 
  • they could assess my overall financial situation
  • they can help set up a course of action to reach realistic goals and make sure I’m on track
    • ]]>     2018-10-09 00:55:33 UTC https://padlet.com/connie_ho/3point4assignmentpf/wish/290526857     “Expertise is really what you should be paying for” (pg 11). connie_ho https://padlet.com/connie_ho/3point4assignmentpf/wish/290526971 You should not pay for anybody who is less than qualified because it could have devastatingly negative affects on your money.]]> 2018-10-09 00:56:17 UTC https://padlet.com/connie_ho/3point4assignmentpf/wish/290526971 This expert could help me improve my financial situation by.. connie_ho https://padlet.com/connie_ho/3point4assignmentpf/wish/290527291
  • helping me make progress on my plans
  • ensuring that I don’t go over my budget

    • ]]>     2018-10-09 00:58:16 UTC https://padlet.com/connie_ho/3point4assignmentpf/wish/290527291     “Choosing a financial planner is as important as choosing a doctor or lawyer; it's a very personal relationship” (pg 10). connie_ho https://padlet.com/connie_ho/3point4assignmentpf/wish/290527493
  • Making the choice on who to hire is a monumental decision, so you must pick wisely.
    • ]]>     2018-10-09 00:59:35 UTC https://padlet.com/connie_ho/3point4assignmentpf/wish/290527493     Qualifications for hiring an advisor connie_ho https://padlet.com/connie_ho/3point4assignmentpf/wish/290527988
    I would hire somebody who.. 
    1. has designated credentials that are only earned through rigorous work that reflect understanding on the expert’s part
    2. is a part of a professional organization of financial advisors and has a solid background/history
    3. places the client’s interest above all else 
    4. values expertise as the most prominent ranking factor
    5. is compatible in terms of getting along with me and willingness to work; has strong work ethic
    ]]>     2018-10-09 01:03:04 UTC https://padlet.com/connie_ho/3point4assignmentpf/wish/290527988     connie_ho https://padlet.com/connie_ho/3point4assignmentpf/wish/290528159 “If a relationship does not feel right, it is not going to work” (pg 11).

    This can be said for many things, but in this case, it reigns especially true for hiring financial advisors. This should not be a rushed decision because it is the person who will play a big role in handling your money.
    ]]>     2018-10-09 01:04:03 UTC https://padlet.com/connie_ho/3point4assignmentpf/wish/290528159