Business
It's not easy to hire a professional service provider. Even the most astute consumer only scratches the surface of truly understanding a profession they are not part of. The information gap is huge. So how do you ensure you find a competent and trustworthy advisor? Hear Kevin nine questions to ask your advisor. He will unpack some of the industry gobbledygook, share disclosures from brand-name Wall Street firms that will surprise you, and help you become a more informed financial-advice consumer. Whether you currently have an advisor or are considering hiring one, this episode is a worthwhile listen. Timestamps: 5:05 - Questions To Ask A Financial Advisor 11:13 - Are You A Fiduciary Legally Acting In My Best Interest 100% Of The Time? 15:49 - How Do You Get Paid? 25:19 - What Are Your Qualifications? 32:44 - Planning Process 34:21 - What’s Your Investment Philosophy? 39:45 - How Many Clients Do You Have? 43:32 - How Will Our Relationship Work? 48:06 - Will You Require Me To Sell All My Investments To Work With You? 49:36 - Who’s Your Custodian? Contact: True Wealth Design Website: http://www.truewealthdesign.com/ Call: 855-893-7526 Schedule: http://bit.ly/calltruewealth