When you submit the form on our website, up to five (5) SmartVestor Pros will contact you within 24 hours. The purpose of them reaching out is to introduce themselves to you and to set up an appointment 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.
Note: We know it can feel like a lot when you are first contacted by multiple firms, so we also provide an opt-out option on the website by deselecting the checkbox on the email address page. If you would like to simply receive a list of SmartVestor Pros upon submitting your request, please use this option.
If you do not deselect the checkbox, the SmartVestor Pros will likely give you a call promptly, and they may even supplement their call with an email as well. Sometimes their teammates will reach out to you on their behalf, so be sure to match up the name of the organization that contacted you with the list of SmartVestor Pros you received to keep everyone straight.
The most important factor in play when it comes to choosing your advisor is your level of comfort. Interviewing each pro will give you an initial impression. 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 additional articles from our team:
How do I choose my SmartVestor Pro?
How to Start Investing: A Beginner's Guide
For further assistance, you may reach out to our team to learn more about the process and to share feedback. We would love to hear from you!
Ramsey Solutions is a paid, non-client promoter of SmartVestor Pros. Learn more.