Happy Friday DINKS! Today we are going to touch a personal topic for me, our relationships with our financial planners or personal bankers. As you know I am a personal financial planner and I have had some of the same clients for over 5 years. I don’t personally have a personal financial planner who manages my money, but I do know other financial planners who have their own personal financial planner.
I want to know what you think of your personal financial planner, or personal banker. If you do have a personal financial planner did you personally choose them or where you “assigned” to them?
If you have been with your personal financial planner for several years, have you developed a personal relationship with your personal banker? I have clients who have invited me to their homes for dinner and to their children’s weddings. I have also been invited to meet my client’s friends at their country club, as well as to their birthday parties. I have even had a client drive with me on my shopping trip to NYC because they needed a ride. For the record, we did not stay together or come home together…that was a nightmare to explain at the border. In return I have clients who expect to be invited to my wedding with Nick…if I ever get married to Nick.
When we spend so much time with the same person, it is normal to develop a personal relation with them…even if they are our personal financial planner. As the majority of my friends work in finance, I am always fascinated to know how people outside of “the bank world” see financial services employees. Do you like your personal financial planner? And now the million dollar question…Do you trust your personal financial planner 100%?
Here are some other articles from around the web about money management and personal financial planning.
- The Financial Blogger advises clients on How to find a good financial advisor
- Green Panda Tree House Finance warns us Don’t be intimidated by money management
- 50 Plus Finance asks Do you have financial etiquette?
- Clever Dude talks about Dealing with wasteful, selfish people
And here are a couple carnivals we participated in this week — I was Editor’s Pick for one!
- Carnival of Personal Finance #286- Check Your Math Ed. @ Prairie EcoThrifter