{"title":"聘请财务规划师前需了解的七件事","authors":"Enpo Tu","doi":"10.55834/plj.3653288806","DOIUrl":null,"url":null,"abstract":"What are the most important things to look for when hiring a new financial advisor or reviewing your current one? Are they unbiased? Do they have the ability to meet your current and future needs? What is their specialization? From compensation structures to disciplinary history, these seven questions should be in your back pocket when interviewing your next advisor.","PeriodicalId":91157,"journal":{"name":"Physician leadership journal","volume":"118 13","pages":""},"PeriodicalIF":0.0000,"publicationDate":"2024-03-01","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":"0","resultStr":"{\"title\":\"Seven Things to Know Before Hiring a Financial Planner\",\"authors\":\"Enpo Tu\",\"doi\":\"10.55834/plj.3653288806\",\"DOIUrl\":null,\"url\":null,\"abstract\":\"What are the most important things to look for when hiring a new financial advisor or reviewing your current one? Are they unbiased? Do they have the ability to meet your current and future needs? What is their specialization? From compensation structures to disciplinary history, these seven questions should be in your back pocket when interviewing your next advisor.\",\"PeriodicalId\":91157,\"journal\":{\"name\":\"Physician leadership journal\",\"volume\":\"118 13\",\"pages\":\"\"},\"PeriodicalIF\":0.0000,\"publicationDate\":\"2024-03-01\",\"publicationTypes\":\"Journal Article\",\"fieldsOfStudy\":null,\"isOpenAccess\":false,\"openAccessPdf\":\"\",\"citationCount\":\"0\",\"resultStr\":null,\"platform\":\"Semanticscholar\",\"paperid\":null,\"PeriodicalName\":\"Physician leadership journal\",\"FirstCategoryId\":\"1085\",\"ListUrlMain\":\"https://doi.org/10.55834/plj.3653288806\",\"RegionNum\":0,\"RegionCategory\":null,\"ArticlePicture\":[],\"TitleCN\":null,\"AbstractTextCN\":null,\"PMCID\":null,\"EPubDate\":\"\",\"PubModel\":\"\",\"JCR\":\"\",\"JCRName\":\"\",\"Score\":null,\"Total\":0}","platform":"Semanticscholar","paperid":null,"PeriodicalName":"Physician leadership journal","FirstCategoryId":"1085","ListUrlMain":"https://doi.org/10.55834/plj.3653288806","RegionNum":0,"RegionCategory":null,"ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":null,"EPubDate":"","PubModel":"","JCR":"","JCRName":"","Score":null,"Total":0}
Seven Things to Know Before Hiring a Financial Planner
What are the most important things to look for when hiring a new financial advisor or reviewing your current one? Are they unbiased? Do they have the ability to meet your current and future needs? What is their specialization? From compensation structures to disciplinary history, these seven questions should be in your back pocket when interviewing your next advisor.
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