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Money Myth: I Don't Need a Financial Advisor
Manage episode 305389644 series 2925791
Nội dung được cung cấp bởi Wyatt Yates | Biz AccountPros. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Wyatt Yates | Biz AccountPros hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.
In this episode, I discuss the value of a Financial Advisor. Do you need a Financial Advisor? Are they really worth the extra expense? When does it make sense to hire a financial professional to help you? How do they get paid? What are some things you need to watch out for to make sure you are protected and served properly? What types of Financial Advisors are there? Do wealthy people use Financial Advisors? Listen to find out.
Action Steps:
10 Questions to Ask Your Financial Advisor-
1) What does your typical client look like and do you have experience working with clients like me?
2) How do you get paid? Are you fee-only or do you receive commissions from the investments and products you recommend?
3) How much do you charge and do you have an investment minimum?
4) What services do you offer?
5) How often do you meet with your clients to review their plans and investments?
6) How do you communicate with your clients? Is there a preferred method? Is there a limit to how much I can contact you?
7) What are your qualifications?
8) Who is your custodian?
9) What is your investment philosophy?
10) Do you have any current clients that I could talk to?
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