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Questions to Ask a New Financial Advisor
Manage episode 503073885 series 3566509
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Our firm:
Here are eight key questions to ask a financial advisor to ensure they’re the right fit and can help you achieve your financial goals:
- What are your qualifications and credentials?
- How do you get paid?
- Are you a fiduciary?
- What is your investment philosophy?
- How will you help me achieve my specific financial goals?
- What services do you provide?
- How often will we communicate, and how?
- Can you provide references or examples of past client success?
These questions will help you assess their expertise, alignment with your goals, and transparency, setting the foundation for a productive relationship.
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