eMoney Advisor – Advisor Decide

Creative Director: Jeffrey Berry
Writer: Jeffrey Berry
Production Manager: Anne Ternay
Editor/Animator: Switch Video

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LET’S TALK ABOUT MONEY. YOUR MONEY. /
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YOU MAKE SOME. YOU SPEND SOME. YOU SAVE SOME. /
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YOU MAY KNOW THE BASICS OF MONEY MANAGEMENT, BUT YOU NEED SOLID PROFESSIONAL ADVICE TO GET THE MOST OUT OF YOUR MONEY. /
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IF YOU WATCH TV, SOME COMPANIES WANT YOU TO… /
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FOLLOW THEIR MAGIC GREEN LINE. /
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OTHERS HAVE ONLINE TRADING SITES THAT LOOK MORE LIKE PINBALL MACHINES. /
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ANOTHER COMPANY SAYS MONEY MANAGEMENT IS SO EASY, THAT EVEN A BABY CAN DO IT! /
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SOUND FINANCIAL ADVICE IS AS IMPORTANT TO YOUR OVERALL HEALTH AS GOOD MEDICAL ADVICE. /
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SO HOW DO YOU FIND A GOOD FINANCIAL ADVISOR? /
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PERSONAL REFERRALS ARE A GREAT PLACE TO START. TALK WITH YOUR ACCOUNTANT OR YOUR ATTORNEY. ASK YOUR FRIENDS WHO THEY USE. /
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FIND A LISTING OF THE CERTIFIED FINANCIAL PLANNERS IN YOUR LOCAL AREA. CHECK OUT ADVISORS’ WEBSITES TO GET A FEEL FOR THEIR EXPERIENCE AND CHARACTER. /
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NEXT, SET UP INTERVIEWS. YOU CAN TELL A LOT ABOUT AN ADVISOR BY THE KINDS OF QUESTIONS THEY HAVE FOR YOU. /
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ASK AN ADVISOR TO PROVIDE REFERENCE FROM SATISFIED CLIENTS. EXPLAIN THAT YOU ARE LOOKING FOR A PROACTIVE ADVISOR WHO COMES TO YOU WITH NEW IDEAS. MOST OF ALL…YOU NEED SOMEONE WHO YOU CAN TRUST WITH YOUR MONEY AND WITH YOUR FUTURE. /
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ONCE YOU’VE SELECTED AN ADVISOR, THEY’LL TAKE YOU THROUGH A QUESTIONNAIRE TO BETTER UNDERSTAND YOUR GOALS, TIMELINES AND INVESTMENT ATTITUDES. /
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WHEN YOUR ADVISOR KNOWS YOU AND YOUR OBJECTIVES, THEY’LL CREATE AN ACTION PLAN. WITH YOUR APPROVAL, THEY’LL IMPLEMENT AND MANAGE THE PLAN WITH YOU. /
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THE FINANCIAL MARKETS ARE UNPREDICTABLE. /
NO ADVISOR HAS A CRYSTAL BALL TO SEE THE FUTURE. /
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SO IT’S BETTER TO TAKE A LONG VIEW OF YOUR PROGRESS THAN TO CHASE SHORT-TERM RESUTLS /
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ADVISORS WANT YOU TO REACH YOUR PERSONAL GOALS. THEIR EXPERTISE AND COMMITMENT TO YOUR SUCCESS CAN MAKE A… /
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A BIG DIFFERENCE IN YOUR FINANCES, AND YOUR LIFE. /