Search for a financial advisor by such factors as geography, specialty, professional designation, and the types of financial planning or investment services they offer.
Spectrem Group announces the launch of “Find an Advisor,” a feature on its Millionaire Corner website that will allow investors to customize their search for a financial advisor.
The user-friendly service allows investors to search for a financial advisor by such factors as geography, specialty, professional designation, and the types of financial planning or investment services they offer.
“Find an Advisor” will also feature a financial advisor profile that will provide information about how the advisor works with their clients, their investment philosophy, and personal information. The profile will be complemented by a professionally-produced video in which the financial advisor presents a more in-depth overview of his or her experience, qualifications, and services.
“As has gone the economy, so have people’s comfort level concerning financial matters,” said Catherine McBreen, president of Millionaire Corner. “’Find an Advisor’ was created to give investors seeking the help of a financial advisor the tools they need to find a professional who will best fit their needs.”
With knowledge comes confidence, and ongoing Millionaire Corner research finds that investors who do work with a financial advisor are more likely to feel more secure about managing money, their investments, and the ability to save.
A Millionaire Corner survey of Affluent investors conducted in October found that nearly three-fourths (72 percent) feel that working with a financial advisor improves their knowledge about investing. Nearly two-thirds (62 percent) said that a key advantage of working with a financial advisor is that it improves their investment returns. More than half (57 percent) said working with an advisor gives them peace of mind.
Investors who use the “Find an Advisor” service are responsible for initiating contact and sharing their personal information with an advisor. Spectrem Group does not provide or share with advisors investor contact information.
Click here to check out our new Find an Advisor service.
Donald Liebenson writes news and features for Millionaire Corner. He has been published in the Chicago Tribune, The Chicago Sun-Times, The Los Angeles Times, Fiscal Times, Entertainment Weekly, Huffington Post, and other outlets. He has also served as a marketing writer for Chicago-based Questar Entertainment and distributor Baker & Taylor.
A graduate of the University of Southern California, he is married with a college-age son. He also writes extensively about entertainment.