{"id":9076,"date":"2020-10-09T09:07:00","date_gmt":"2020-10-09T13:07:00","guid":{"rendered":"http:\/\/blog.paladinregistry.com\/?p=9076"},"modified":"2021-02-15T01:31:36","modified_gmt":"2021-02-15T06:31:36","slug":"now-what-how-to-contact-your-list-of-financial-advisors","status":"publish","type":"post","link":"https:\/\/www.paladinregistry.com\/blog\/investing\/now-what-how-to-contact-your-list-of-financial-advisors\/","title":{"rendered":"Now What? How to Contact Your List of Financial Advisors"},"content":{"rendered":"\n

If you\u2019ve done the proper research<\/a>, the vast world of financial planning experts has been whittled down to a short list of financial advisors just three or four names long. And now, you need to interview them.<\/p>\n\n\n\n

You may be cautious about doing so because of bad experiences in the past with aggressive salespeople. But that concern should not apply here. You will only be contacting the pre-screened advisors that you have selected. You<\/em> control the candidates. There shouldn\u2019t be any reason to panic, because you already know a lot about the list of financial advisors you\u2019ve chosen to contact, and they should only be high-quality, financial professionals and firms.<\/p>\n\n\n\n

The good news in today\u2019s world is you don\u2019t have to make contact via phone call anymore if you don\u2019t want to. Initial contact can be made through email or even the advisor\u2019s website, if you prefer. You should be able to find a \u201cContact\u201d option on an advisor\u2019s website. This limits the chance of getting frazzled when talking one-on-one.<\/p>\n\n\n\n

It\u2019s important to maintain control at this step in the process because you can learn more about advisors during the contact phase. What you find out now will determine whether you need to further interview the advisor. The interview is the last step before you make your selection decision.<\/p>\n\n\n\n

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