13 Questions to Ask a Financial Advisor (Before You Trust Them With Your Money)
Ditch the Suits - Your Money, Your Life · Travis Maus
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Show Notes
How do you know if you can actually trust your financial advisor?
In this episode of Ditch the Suits, we break down 13 essential questions you should ask before working with any financial advisor. From understanding how they’re paid to how they make investment decisions, these questions are designed to help you uncover conflicts of interest and make more informed choices.
We also explore how the financial industry often creates confusion and pressure and how asking the right questions can help you cut through the noise.
What You’ll Learn:
• The 13 most important questions to ask a financial advisor
• How to understand an advisor’s compensation and incentives
• The difference between financial planning and product sales
• What it really means to work with a fiduciary
• How to identify red flags and avoid biased advice
• Why getting answers in writing matters
Who This Is For:
Anyone considering working with a financial advisor or questioning whether their current advisor is truly acting in their best interest.
Key Takeaway:
The right financial advisor welcomes your questions. If you don’t understand how they’re paid, how they invest, or how they make decisions, you’re not getting real advice.
Learn More:
If you’re looking for a financial plan built around your life, not just your numbers; visit: https://www.seedpg.com