In October, I went through the thought process of going through what are some of the considerations that we would consider in the financial planner or firm we would like to hire.
You can read the article here.
I ended off by requesting you guys to help me do a survey and some of you have helped me with it.
I would like to say thank you to the folks taking time to fill up the survey. And today, I would like to present to you the findings.
Now, as survey goes, the sample size is pretty small, so I do find this is not reflective of the general crowd. It does however, reflect part of Investment Moats reader base.
1) All the respondents agree that financial planning should be build upon integrity and ethics. Almost 98% of the respondents feel that we should not compromise this aspect of the ......