Jan 03 2024 26 mins
Have you ever wondered what questions to ask your financial advisor, or why those questions are crucial? In today’s episode, we’re tackling exactly that. We're discussing the vital questions that bring transparency and depth to your financial advisory relationship.
Here’s some of what we discuss in this episode:
- The different types of fee structures that advisors will typically have
- Why your advisor’s investment philosophy is an important thing to know up front
- Why you want to know what specialty an advisor has
- Communication is key so you want to know what to expect in terms of frequency
- Will you be working with a team or a specific advisor?
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