Have you ever wondered what questions to ask your financial advisor, or why those questions are crucial? In today’s episode, we’re tackling exactly that. We’re discussing the vital questions that bring transparency and depth to your financial advisory relationship.
It’s about getting clarity on how advisors work, what they specialize in, and how they align with your financial goals. Stay tuned as Donna and Marc discuss the questions you MUST ask your financial advisor.
Here’s some of what we discuss in this episode:
- “How do you get paid?”
- “What does your typical client look like?”
- “What is your investment philosophy?”
- “Do you have a particular strength or specialty?”
- “Do you provide educational resources?”
- “Will I be working with you, someone on your team, or both?”
If you are interested in any of the topics we discussed, please reach out and we would be happy to help you navigate your financial situation.
