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Questions You Must Ask Your Financial Advisor
Manage episode 390751808 series 3378480
A tartalmat a Liz Whitteberry biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Liz Whitteberry vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
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. From how much your advisor gets paid to who you’ll be working with on the team, these are the questions you MUST ask your financial advisor.
Here are some of the questions we discuss in today’s show:
- How are you a fiduciary and what solutions can you offer?
- How much do you get paid?
- What does your typical client look like?
- What is your investment philosophy?
- Do you have any strengths or specialties?
- How much contact do you have with your clients?
- Will I be working with you, someone on your team, or both?
If you are interested in learning more about how we could help you plan for retirement, contact us here: https://www.bestpathadvisors.com/contact
Check out Liz's YouTube Channel: Best Path Advisors - YouTube
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