Prospecting for a Money Manager By David Edwards About this article: Over the past six months, my firm has seen a surge in inquiries from individuals who have decided that managing their own money isn't such a good idea after all, or who are unhappy with the way their mutual funds performed during the bear market, or who are dissatisfied with the broker or financial planner they're currently working with. If you're thinking about hiring a financial adviser, here are some tips and resources to help you do the best job. Search Strategy How do you find a financial adviser? As with other professions, such as law or medicine, referrals are the primary means by which my firm obtains new clients. If a friend or relative is happy with their money manager, ask for an introduction. However, the Internet has allowed prospective clients to visit us from across the U.S. and internationally. I estimate that half of... Or, call us at 1-866-321-TSCM (8726) Monday-Friday, 8 a.m.-6 p.m. ET. Outside the U.S. and in Canada, call 1-212-321-5200.

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