Ever wonder what to ask a financial advisor before hiring them?

Hiring a financial advisor is not an easy task. Trying to figure out which questions to ask is also challenging.

Listen as I describe 10 questions you can ask before hiring a financial advisor. I also share what I look for in each answer!

0:00 Introduction
0:31 Will you describe your education, experience, and credentials?
1:11 Who is your independent custodian?
1:53 How does your company get paid and how are you compensated?
2:59 What are the total costs of working with you and what is included in that fee?
3:38 What is your investment philosophy and how do you select investments?
4:32 Will you describe your typical client?
5:56 9. What does a good client relationship look like for you?
6:42 10. What do you enjoy most about your job and what do you like the least?

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