7 Questions to Ask Before Hiring a Financial Advisor

Understanding the right questions to ask before hiring a financial advisor can save you time and money in the long run.

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-- LINKS --
► Download this list: https://www.pranawealth.com/resources
► NAPFA's Consumer Resources:
https://www.napfa.org/financial-plann...
► XY Planning Network's blog post:
https://blog.xyplanningnetwork.com/co...

Timestamps
0:00 - 7 Questions to ask before hiring a financial advisor
1:03 - 1. Are you a fiduciary at all times?
1:49 - 2. How much does it cost to work with you?
3:34 - 3. How deep is your planning experience?
4:46 - 4. Do you use a third-party custodian?
5:44 - 5. Do you have a specialization?
6:37 - 6. Can you beat the market?
7:44 - 7. How are your personal investments managed?

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https://www.pranawealth.com/

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-- About Patrick King CFP® --
Patrick King is a fee-only financial advisor in Atlanta and the Founder of Prana Wealth. Over his career, Patrick has helped CEOs, all-star athletes, Grammy-winning artists, and many others build their wealth, retire sooner, and create a legacy. Patrick enjoys yoga, mountain biking, golf, travel photography, and Clemson football.

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LinkedIn – PatrickBKing
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Twitter – @PranaWealth
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