Financial advisors guide their clients in a variety of ways
including retirement planning, wealth management and
offering insight and advice on a range of topics. This can
include basic budgeting, setting short-term and long-term
financial goals, reviewing potential insurance needs and
comprehensive financial planning. Here are some questions
you should ask when selecting a financial advisor to help
ensure your choice best meets your specific needs.

Chapters:
0:00 Introduction
0:24 Question 1 - Why do I need a financial planner
0:58 Question 2 - What are the advisors qualifications
2:01 Question 3 - What services does the financial advisor provide
3:17 Question 4 - How is my financial planner going to be compensated
4:29 Question 5 - How will the relationship be structured
5:00 Conclusion

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