It's not easy to hire a professional service provider. Even the most astute consumer only scratches the surface of truly understanding a profession they are not part of. The information gap is huge.
So how do you ensure you find a competent and trustworthy advisor?
Hear Kevin nine questions to ask your advisor. He will unpack some of the industry gobbledygook, share disclosures from brand-name Wall Street firms that will surprise you, and help you become a more informed financial-advice consumer.
Whether you currently have an advisor or are considering hiring one, this episode is a worthwhile listen.
Timestamps:
5:05 - Questions To Ask A Financial Advisor
11:13 - Are You A Fiduciary Legally Acting In My Best Interest 100% Of The Time?
15:49 - How Do You Get Paid?
25:19 - What Are Your Qualifications?
32:44 - Planning Process
34:21 - What’s Your Investment Philosophy?
39:45 - How Many Clients Do You Have?
43:32 - How Will Our Relationship Work?
48:06 - Will You Require Me To Sell All My Investments To Work With You?
49:36 - Who’s Your Custodian?
Contact:
True Wealth Design Website: http://www.truewealthdesign.com/
Call: 855-893-7526
Schedule: http://bit.ly/calltruewealth