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Advocis Video Series Aims to Educate the Public on How to Find the Right Advisor
TORONTO, Nov. 26, 2012, 2012 (Canada NewsWire via COMTEX) --
In recognition of Financial Literacy
Month, Advocis, The Financial Advisors Association of Canada, has
launched a video series for consumers on how to find the right
financial advisor, along with a consumer interview guide.
In each of seven video clips, Advocis president and CEO Greg Pollock
provides consumers with the background information they need in order
to interview advisors effectively.
"The process of finding the right financial advisor requires both an
advisor who is transparent about his or her business practices and an
individual who is willing to put the requisite time and effort into the
search," says Mr. Pollock. "Advocis firmly believes that people should
interview prospective financial advisors in depth before making any
decisions."
The video series is divided into seven questions to consider when
choosing the right financial advisor:
-- What should I look for in an advisor
-- Do financial advisors only work with wealthy people
-- How are financial advisors paid
-- Should I interview for an advisor
-- What should I ask
-- How will I know if the advisor is right for me
-- Are there any warning sighs I should watch out for
To access the videos and the interview guide, please go to www.advocis.ca.
Advocis, The Financial Advisors Association of Canada, is the
association of choice for financial advisors and planners. With more
than 11,000 members across the country, Advocis is the definitive voice
of the profession, advocating for professionalism and consumer
protection.Professional financial advisors and planners are critical
to the economy, helping consumers make sound financial decisions that
ultimately lead to greater financial stability and
independence.Advocis works with decision-makers and the public,
stressing the value of financial advice and striving for an environment
in which all Canadians have access to the advice they need.
Image with caption: "Finding the Right Financial Advisor video series, presented by Greg Pollock, president and CEO of Advocis, The Financial Advisors Association of Canada (CNW Group/Advocis, The Financial Advisors Association of Canada)". Image available at: http://photos.newswire.ca/images/download/20121126_C3586_PHOTO_EN_21209.jpg
SOURCE: Advocis, The Financial Advisors Association of Canada
To view this news release in HTML formatting, please use the following URL: http://www.newswire.ca/en/releases/archive/November2012/26/c3586.html
SOURCE: Advocis, The Financial Advisors Association of Canada
Kristin Doucet, director of communications and media relations (kdoucet@advocis.ca,
416-342-9896).
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