6 Questions People Don't Ask Their Financial Advisor, But Should (EP.66)
The Long Term Investor · Peter Lazaroff
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Show Notes
If you've made the commitment to invest in yourself by assembling a professional team around you, it's worth taking the time to ask: are you getting the full value for the price you're paying? And are there competencies your advisor might be missing?
Here are some questions that can make sure your financial advisor is not only someone you can fully trust but also someone who's doing the most for you.
Listen now and learn:
- 6 questions to ask your advisor
- The importance of getting a fiduciary commitment in writing
- How an advisor's compensation impacts their advice
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