Scott Spiker
Top 10 traits of financial plannersPosted by RJ and Makay on Apr 05, 2011 |
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A survey of 1,000 middle class Americans by First Command Financial Services has identified ten traits people look for in a financial planner. The top two, selected by about three-quarters of respondents in both cases, were “knowledgeable” and “trustworthy.” Seventy percent said their planner had to be "honest," making that number three on the list.
Here's the entire top 10 list:
