Articles for people looking for a financial advisor — how to find one, what questions to ask, what fees are reasonable, and how to know if you have the right fit.
No U.S. regulator defines “financial planner” and “financial advisor” as legally distinct titles. What is regulated is the underlying work. Here is what the CFP Board, SEC, and FINRA actually say — from a CFP® who has used both titles across a 20-year practice.
Trustworthy is a developmental property, not a credential. Here are 5 trust signals — grounded in Roy Lewicki’s research on how professional trust actually forms — that most people miss when choosing a financial advisor.
A CFP® shares two of his earliest client meetings — one that nearly ended a friendship and one that turned into an eight-hour first conversation and a decades-long relationship — and what the difference reveals about how to spot a financial advisor who is actually a fit for you.
By Derek Notman, CFP®, Founder & CEO, Couplr AI Finding a financial advisor today still feels like Craigslist: you filter
20 questions to ask a financial advisor on the first call, starting with the 5 personal-fit questions that predict whether the relationship will thrive.
Can AI replace your financial advisor? A CFP® who just debated it live on Inspired Money explains where AI wins, where humans still win, and how to decide.
How to find a good financial advisor: five criteria that predict a lasting relationship, plus three ways to look that consistently produce good matches.
The warning signs that separate a matching service worth trusting from one designed mainly to sell your contact info. A CFP®’s field guide.
Not all advisor matching services work the same way — and the differences matter. Use this 8-question checklist to figure out which one deserves your trust before you fill out any forms.
