Advanced English Dialogue for Business – Financial planner

Listen to a Business English Dialogue About Financial planner

Scarlett: Hi Kevin, have you ever considered hiring a financial planner? I’ve been thinking about it, but I’m not sure if it’s worth the investment.

Kevin: Hey Scarlett, I’ve thought about it too. A financial planner can help you set financial goals, create a budget, and develop an investment strategy tailored to your needs and risk tolerance.

Scarlett: That sounds helpful. How do you find a trustworthy financial planner?

Kevin: You can start by asking for recommendations from friends or family, or you can search for certified financial planners who adhere to high ethical standards and have relevant qualifications and experience.

Scarlett: Got it. What are some of the benefits of working with a financial planner?

Kevin: Some benefits include personalized financial advice, access to professional expertise, and ongoing support to help you navigate life changes and achieve your financial goals.

Scarlett: That sounds promising. How do financial planners charge for their services?

Kevin: Financial planners may charge fees based on a percentage of assets under management, hourly rates, or flat fees for specific services. It’s essential to clarify the fee structure upfront and understand how it aligns with your budget and expectations.

Scarlett: Thanks for explaining, Kevin. It’s helpful to know what to consider when looking for a financial planner.

Kevin: You’re welcome, Scarlett. Working with a financial planner can provide peace of mind and help you make informed decisions about your finances. If you have any more questions, feel free to ask!