10 Questions You Need To Ask To Your Financial advisor
Audio is streamed directly from the publisher (play.hubhopper.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
In this video, I am discussing 10 questions investors need to get answers from their financial advisors to decide whether they are right one for them or not.
00:00-03:42 - Are you Fiduiciary?
03:43-04:46 -How long have you been a wealth manager?
03:47-06:20 -How are you compensated?
06:21-07:40- How do you make your investment selections?
07:41-09:16- How long do your clients stay with you on average?
09:17-10:08 -What do you do to minimize my costs?
10:09-11:22-What expectations will you have of me as your client?
11:23-12:23-What is your investment approach?
12:24-13:21 -How much contact do you have with your clients?
13:22-15:27 -What makes your client experience unique?