The Importance of Trust in a Financial Planner

The most important thing you need in a financial planner is somebody you trust. So they need to be competent, but you also need to be comfortable with them. I would encourage people to trust their gut. Trust your gut. If the feeling isn't right to say, you know, thank you. Thank you for your time. This doesn't feel right. Or you don't even have the same thing. It's only as good as your last performance and it's always updating.