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As a wealth manager for over 20 years, I see millennials miss 3 key things when searching for a financial advisor

1 month ago   |   By Business Insider

Professional credentials come first when looking for a financial planner, but millennials should also be looking for someone with a good network, and a succession plan.
Sandi Bragar, CFP, partner and managing director in planning strategy and research at Aspiriant, found that no matter how diligent millennials are in their research and interview questions, they often forget these three key things.
These factors will help you get to know your advisor better and set you up for a long lasting professional relationship.
This article is a contributed piece as part of a series called Master your...
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