A new online financial advisor’s directory could help put your business on the map, but only if you’re a member of Advocis.
“It’s something we do for our members provided they are meeting the membership standards,” says Kathy Kaskiw, Advocis’ vice president of education and member services. “It’s part of the value of being a member of Advocis.”
Launched Wednesday in recognition of Financial Literacy Month, the 'Find an Advisor' website enables consumers to search and find a financial advisor in minutes.
Users can search by province, city, postal code, advisor’s last name, company name, method of compensation and language serviced. More specific criteria such as independent financial needs, individual liability protection and financial designation can hone a search to provide a list of advisors specific to the consumer’s needs.
“It’s an excellent way for the consumer to find a professional financial advisor in their community. It gives them choice,” Kaskiw explains. “It will get the consumer to start thinking about their financial goals and needs.”
In addition to the directory, the website includes information on relevant topics including retirement planning, tax and estate planning and insurance planning. Resources including a video series on what to look for when choosing an advisor, and an interview guide to help prepare the consumer for the selection process. (Continued on Page 2.)