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. These are the questions you MUST ask your financial advisor. We explain why each of these items is important for identifying an advisor that will be a good fit and explain how we answer these questions from the people we meet with.
Here’s what we discuss in this episode:
00:00 - Introduction and Importance of Asking the Right Questions
01:19 - How Do You Get Paid?
03:59 - Investment Philosophy
05:03 - Advisor's Strengths and Specialties
06:59 - Establishing Communication Expectations
07:32 - Working with the Advisor or Their Team
09:16 - Educational Resources and Workshops
13:00 - Emergency Situations and Succession Planning
14:04 - Initial Meeting Process
Have questions or want to get your financial plan started? Here's how to contact us:
Website: https://theaudibleadvisor.com/
Phone: (727) 754-8418
Email: svassilakos@athenianpcg.com
Watch the show on YouTube: https://bit.ly/3VmzCUx
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