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The Questions You Must Ask Your Financial Advisor
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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 are some of the questions we talk about in today’s show:
- “How do you get paid?”
- “What does your typical client look like?”
- “What is your investment philosophy?”
- “Do you have a particular strength or specialty?”
- “Do you provide educational resources?”
- "Will I be working with you, someone on your team, or both?"
Get additional financial information: https://sephtonfinancial.com/podcasts/
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