Questions to Ask a New Financial Advisor
Échec de l'ajout au panier.
Veuillez réessayer plus tard
Échec de l'ajout à la liste d'envies.
Veuillez réessayer plus tard
Échec de la suppression de la liste d’envies.
Veuillez réessayer plus tard
Échec du suivi du balado
Ne plus suivre le balado a échoué
Questions to Ask a New Financial Advisor
-
Narrateur(s):
-
Auteur(s):
À propos de cet audio
Our firm:
https://www.elcadvisors.com/
Here are eight key questions to ask a financial advisor to ensure they’re the right fit and can help you achieve your financial goals:
- What are your qualifications and credentials?
- How do you get paid?
- Are you a fiduciary?
- What is your investment philosophy?
- How will you help me achieve my specific financial goals?
- What services do you provide?
- How often will we communicate, and how?
- Can you provide references or examples of past client success?
These questions will help you assess their expertise, alignment with your goals, and transparency, setting the foundation for a productive relationship.
Pas encore de commentaire