What are the best questions to ask a financial advisor? If you're thinking about hiring a financial advisor, it's essential to ask the right questions to make sure you find someone who understands your financial goals and can help you achieve them.
First, we'll cover the basics, such as their experience and qualifications. Then, we'll dive into more specific questions, like how they plan to invest your money, how they charge for their services, and how they'll work with you to develop a personalized financial plan.
We'll also cover some red flags to watch out for, such as advisors who promise unrealistic returns or who don't have your best interests at heart.
At the end of this video, you'll have a clear understanding of what to look for in a financial advisor and how to choose the best one for your needs.
0:00 - Are You A Fiduciary At All Times?
1:45 - What Is Your Investment Philosophy?
2:30 - What Are Your Credentials?
3:57 - How Do You Get Paid?
5:39 - Where Is My Money Held?
7:12 - What Services Do You Provide?
8:39 - Who Are Your Typical Clients?
10:49 - Do You Have Any Client Complaints?
11:38 - How Do I Fire You?
Want more financial planning tips and strategies? Subscribe here to be notified of future videos: [ Ссылка ]
Want a free financial consultation with trusted financial professionals?
Get it here 👉 [ Ссылка ]
![](https://s2.save4k.ru/pic/f8orDt9kqjM/maxresdefault.jpg)