Choosing the right financial advisor to work with can be a difficult decision. To have a smooth stress free retirement it is clearly an advantage to bring in an expert to manage your retirement strategy. Mark and Derek discuss what you should ask when meeting with a financial advisor you are thinking about working with.
[1:26] Number 1: Decide what part of your financial help you need help with
[4:00] What a good financial advisor should be doing in the first meeting
[ 5:40] Number 2: Learn about the different types of financial advisors
[9:30] Number 3: Choose what financial services you want
[15:34] Number 4: Decide how much you can afford to pay for a financial advisor
[18:24] Number 5: Research a financial advisor
[21:09] Important question: Why a financial advisor is in this business?
[23:00] Number 6: Make sure they answer your questions directly
[24:14} BONUS Number 7: What makes you different from their competition?
What was discussed in this episode:
Forbes Article
Connect with Derek Gabrielsen
Connect With Mark Tepper
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