Avoid These Mistakes: 5 Key Questions for Choosing a Financial Advisor Wisely
Автор: Brennan Decima
Загружено: 2025-07-14
Просмотров: 50
Are you near retirement and wondering if your financial advisor is the right fit? In this video, Brennan Decima, CFP® shares the 5 most important questions every retiree or pre-retiree should ask before choosing a financial advisor.
✅ What kind of clients do they work with?
✅ Are they a fiduciary 100% of the time?
✅ What credentials should actually matter?
✅ What does the real planning process look like?
✅ How many clients do they manage?
These questions can help you avoid costly mistakes and ensure you’re working with someone who puts your best interests first.
📈 Whether you're evaluating your current advisor or just getting started, this video will give you the clarity and confidence to choose wisely.
👉 Don’t forget to like, comment, and subscribe for more retirement planning insights every week.
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