To find the right financial adviser, try a beauty contest

Getting personal in the search for financial advice was a two-way street. The algorithm never schmoozed but it also never insulted. A personal connection, however, can still win, depending on the circumstances.
Getting personal in the search for financial advice was a two-way street. The algorithm never schmoozed but it also never insulted. A personal connection, however, can still win, depending on the circumstances.PHOTO: COURTESY OF PRUDENTIAL

When we came into some money, we dutifully interviewed potential financial advisers, from big banks to boutique firms. Recommendations and interviews, however, failed to persuade us to hire anyone.

At one San Francisco bank, a wealth manager promised VIP theatre tickets as a perk if we picked her. As we walked out of the bank's gleaming granite-clad headquarters, I said: "Our money would be paying for this."

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A version of this article appeared in the print edition of The Sunday Times on April 01, 2018, with the headline 'To find the right financial adviser, try a beauty contest'. Print Edition | Subscribe