Are You Looking For A Financial Advisor? Do You Know What Questions You Should Ask To Make Sure You Are Finding The Financial Advisor That Is Right For You?
Choosing the right financial advisor might be one of the most important decisions you make for your financial future. In this video, I'm going to share the 10 essential questions you need to ask any financial advisor before deciding if they're the right fit for you.
These aren't your typical questions—these are the ones that will uncover whether an advisor truly has your best interests at heart or if they're just after a quick commission. By the end of this video, you'll be armed with the knowledge to confidently choose a financial advisor who aligns with your goals, values, and needs.
1:03 – Are you a fiduciary?
1:40 – What are your qualifications & certifications?
2:26 – What is your experience?
2:57 – How do you make money?
4:13 – What type of services do you offer?
4:40 – Who do you typically work with?
5:19 – How often can we expect to meet?
5:44 – What type of technology will you provide?
6:31 – Will I be working with you?
7:03 - What is your investment philosophy?
7:40 – Useful websites to find a financial advisor
Get your copy of my 8-STEP RETIREMENT ROADMAP: [ Ссылка ]
Schedule your free 30-minute introductory meeting at: [ Ссылка ]
THIS VIDEO IS FOR ENTERTAINMENT AND EDUCATIONAL PURPOSES ONLY. NOTHING DESCRIBED IN THIS VIDEO SHOULD BE CONSIDERED INDIVIDUAL FINANCIAL, INVESTMENT, TAX, OR LEGAL ADVICE. BEFORE TAKING ANY ACTION REGARDING YOUR OWN FINANCIAL SITUATION, CONSULT WITH YOUR OWN FINANCIAL ADVISOR, CERTIFIED PUBLIC ACCOUNTANT AND ATTORNEY.
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