ClaroConnect Adds Articles Teaching Individuals how to Find a Financial Advisor During the Current Financial Crisis

Share Article

Americans need financial advice right now more than any other time in their life and are turning to the internet for help in finding financial advisors. The financial crisis has been a rude shock to individuals whose investing and retirement plans have been demolished. However, who do they turn to for financial advice? Increasingly, people are turning to the internet to find financial advisors. To help, ClaroConnect has added several articles to advise people on how to pick the right financial advisor for their specific needs.

The need for financial advice is clear. Americans as a whole had a net negative savings rate, even before the financial crisis began. That means they were spending more than they were saving even when times were good. It should already be a national priority to help Americans find financial advice. With the market downturn, the need is even greater, as many do-it-yourself investors realize they need help, many people who have a current financial plan realize they need to adjust it, and many people using a current financial advisor are unhappy and looking for a new advisor.

First, people need to start at the beginning with advice on how to find the right financial advisor. Many people either reactively respond to a marketing call from an advisor or ask someone for a referral to an advisor. However, neither of these methods ensure that the advisor's skills are actually a good match for your needs. You should interview several prospective advisors. Some of the basic things to look for are honesty and trust, and then especially look for someone with deep experience helping other people in your situation. ClaroConnect makes this process of finding the right advisor easier.

ClaroConnect is a matching service to connect individuals to financial advisors with specialized experience. Individuals can use the search tool on our website to find advisors who specialize in federal employees, divorced women, pre-retirees, socially responsible investing and hundreds of other specialties. The site has added articles to help people find the right financial advisor, including: how to interview a prospective financial advisor, how to do a background check on financial advisors and how to get the most out of their relationship with a financial advisor. Since its launch earlier this year, the site has seen rapid traffic growth from individuals looking to escape the financial crisis and find the right financial advisor.

ClaroConnect has added several articles to help individuals during this financial crisis:

How to Interview a Prospective Financial Advisor - Teaches people what are the key things to ask when meeting with a potential advisor.
How to do a Background Check on a Financial Advisor - Shows individuals how to check the SEC database and other records to find potential disciplinary records against a broker.
How to get the Most out of your Relationship with a Financial Advisor - Provides advice on communication, expectations and goals for working with a financial advisor.

About ClaroConnect:

ClaroConnect was founded to help people find the right financial professionals and advice for their specific needs. For financial advisors, advertising on ClaroConnect provides a dramatic return on investment compared to the cost of their own time spent in referrals and traditional marketing. The website can be found at


Share article on social media or email:

View article via:

Pdf Print

Contact Author

Mel Marten
Visit website