Financial advisors
March 24, 2022
I’m Miriam Neff with Wise Women Managing Money-and I’m Valerie Neff Hogan
M Women and money are in the news. One financial news source reports that a major asset management group is suffering an outflow of investments. Women are moving their money from this investment firm. The individual overseeing those accounts reported that ‘women are unhappy with our industry.’
V Thats not true for the industry, only some firms. Its important to select a group that meets your particular needs and does not follow a rote formula.
Here are two basic questions to ask regarding someone who wishes to advise, possibly oversee your finances.
Do they listen well?
Are they looking out for your interests, or selling their products?
M God has entrusted His resources to you. Manage them and use them well.