Best Questions to ask a Financial Advisor

Questions to ask a Financial Advisor.

Hope you enjoy the video and find a nugget or two of information to help you on your financial planning journey.
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Timestamps / Chapters:
0:00 - Intro
1:06 - What Questions Should I Ask?
1:50 - #1 How do you get paid?
4:32 - #2 Are you a Fiduciary?
6:08 - #3 What are my all-in costs?
8:03 - #4 What services do you provide?
9:52 - #5 What are your qualifications?
12:44 - #6 Why are you a Financial Advisor?
13:29 - #7 How will our relationship work?
14:40 - #8 How often will we communicate?
16:15 - #9 Why did your last two clients leave you?
17:36 - #10 - What happens when we stop working together?

ABOUT ME 👇

I've been involved in people's financial decisions for 15+ years (7 yrs Real Estate experience & 8+ yrs as a former Financial Advisor)...I now bring the financial successes, mistakes, failures, and best financial habits/tips to you through these videos.

My mission is to bring Financial Awareness to the forefront of your daily decisions so you can: improve your quality of life, increase your net worth, and grow upon your financial literacy. My videos are a reflection of my real-world experience as a real estate investor, stock market investor, student of finance, entrepreneur, and of course...my experience as a Former Financial Advisor.

This channel allows me to share my passion for personal finance, stock market investing, real estate investing, and entrepreneurship. I produce content that I would want to watch, and because of that, I give 100% effort in every video that I make. I also believe in complete transparency and open communication with my audience.

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DISCLAIMER: I am not a financial adviser or a certified public accountant. These videos are for educational purposes only. Investing of any kind involves risk. While it is possible to minimize risk, your investments are solely your responsibility. It is imperative that you conduct your own research. I am merely sharing my opinion with no guarantee of gains or losses on investments.

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