New Blog Talk Radio Interview with Rose Cain of Spirit Financial
On today’s show my co-host Kathleen interviewed Rose Cain founder of Spirit Financial, a firm
positioned to provide sophisticated financial and life planning services for individuals, families and small business owners.
A stressful topic for some, including me, the discussion focused on how to pick the right financial planner for you. I have worked with planners in the past who just didn’t listen to my needs, and if you’ve experienced something similar, you’ll want to hear this interview.
To find the right planner for you, Rose says interview them! Some key points and questions to consider as you begin your search include:
- Know what is triggering your interest in finding an advisor- is it a life change such as buying a house, getting married, having a baby, loss of a loved one, seeing your portfolio lose money
- Know your LEARNING style- are you big picture, analytical, auditory, visual or tactile?
- Know your BUYING style - do you like to get many quotes, do your research in advance, shop the internet? Do you prefer to run a team with many individual experts or do you prefer a point person to handle everything?
- Do you have a gender preference?
Some things she says you can expect from your planner:
- Excellent interpersonal skills
- Appropriate communication and follow-up
- Anticipatory guidance- especially in a down market, and a focus on goal setting, solutions and informed consent.
The bottom line – you have to be comfortable with the person you choose. You need to trust them with your money. Take your time and don’t be afraid to say “This relationship isn’t going to work out.” Stay true to your needs and beliefs, and take your time finding the right person.
Listen to the full interview via the player in the side bar to the right. Or visit www.breakingtheglassslipper.com for today’s and previously recorded shows.
To learn more about Rose Cain, visit her online at www.spiritfin.com.
Money can be a stressful topic, because it becomes personal. We live in a society where we need money to purchase the things we need. And then, to plan for down the road - conservative, aggressive, bank account, stocks, etc, etc. And we’re talking about our future and whether it will be one of prosperity or not. It can become deeply personal, especially as we get older. I know my parents struggle with money conversations much more than my wife and I do. And I think that’s because they are much closer to using it (in fact, they have just begun to use retirement savings).
I like the idea of interviewing your potential money advisors, to really find one that matches to your needs and style. This is good information (and not only for women!). Although, on that note, I think that educating women more on this area is excellent. I won’t take it personally!!
Cognitive post!, man
friend has given the link has not regretted that has come