10 Must-Ask Questions When Hiring a Financial Advisor Before Retirement
Автор: Willems Wealth Planning Group
Загружено: 2025-03-21
Просмотров: 1986
I'll share the top 10 questions you should ask any potential financial advisor when looking to hire a financial advisor. These questions will help you gauge their expertise, how they charge, their objectivity, how they think about investments, and hopefully their overall value proposition.
Steve Willems, CFP®, FEA, BA
Wealth Advisor, Willems Wealth Planning Group | Assante Financial Management Ltd.
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🎬 S E L E C T S C E N E S 🎬
0:00 - Intro
1:35 - Why These Questions Matter
2:28 - Credentials & Expertise
5:15 - Compensation & Fees
7:03 - Independence & Objectivity
8:48 - Investment Philosophy
10:05 - The Human Side
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Sources Cited:
1 - https://x.com/DavidPOLeary/status/175...
2 - https://royalsocietypublishing.org/do....
3 - https://www.pwlcapital.com/wp-content...
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