10 Questions Every Inheritor Should Ask Before Hiring a Financial Advisor

FULL EPISODE & SHOW NOTES @ www.sunnybranchwealth.com/blog/10-questions-for-financial-advisors

Most financial advisors don't understand inheritors. 

So, how can you find one who does? 

In this episode, I give you the 10 questions you should be asking every financial advisor you interview, plus my own answers!  

These questions cover the big stuff: is the advisor a fiduciary, how are they paid, what's their actual experience with people like you?

They will also let you explore what working with an advisor would look like day-to-day. 

If you're an inheritor and tired of feeling lost, listen for advice on choosing an advisor to help you navigate a current or future inheritance. 

LINKS

10 Questions to Ask A Financial Advisor (blog post): https://www.sunnybranchwealth.com/blog/questions-for-financial-advisors

Impact Investing @ Sunnybranch: 
Quiz! Start here
https://www.sunnybranchwealth.com/blog/impact-esg-investing 

Investing at Sunnybranch 
https://www.sunnybranchwealth.com/blog/impact-investing-explained

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