When you submit a request on our website, up to five (5) SmartVestor Pros will contact you within 24 hours. The purpose is to introduce themselves and set up a time for you to interview them. Interviews typically take place over the phone but can also be on video or in person, depending on which method you prefer.
The most important factor when it comes to choosing your advisor is your level of comfort. Interviewing each pro will give you an initial impression, and you should be able to determine whether or not your personalities “click.” A great connection is a fantastic foundation to work with the pro you like the most.
If you have additional questions about how to choose a SmartVestor Pro, here are some helpful articles from our team:
How Do I Choose a SmartVestor Pro?
How to Start Investing: A Beginner’s Guide
For further assistance, to learn more about this process, and to share feedback, reach out to our team. We would love to hear from you!
Ramsey Solutions is a paid, non-client promoter of SmartVestor Pros. Learn more.