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In this episode Kolin goes over 7 questions to ask a prospective financial advisor before you decide to hire them. The questions help you understand what the financial advisor does, specializes in, charges & values. The reason you want to ask questions to a financial advisor before you hire them is to make sure they are what you are looking for. You do not want to hire a financial advisor who specializes in one area if you are looking for another. You do not want to hire a financial advisor who says they are a fiduciary when they are really under the suitability standard. You need to know what that means for you and how it pertains to your situation.
Disclaimer: Financial Footprints is not intended to provide personalized financial advice. The information shared on this podcast is for general educational and entertainment purposes only. While we aim to share helpful tips and insights, every individual’s financial situation is unique, and what works for one person may not be right for another. Always do your own research and consult with a qualified financial professional before making any major financial decisions. We’re here to share ideas and spark conversations—but when it comes to your money, make sure you get advice tailored to your specific circumstances.
11 حلقات
In this episode Kolin goes over 7 questions to ask a prospective financial advisor before you decide to hire them. The questions help you understand what the financial advisor does, specializes in, charges & values. The reason you want to ask questions to a financial advisor before you hire them is to make sure they are what you are looking for. You do not want to hire a financial advisor who specializes in one area if you are looking for another. You do not want to hire a financial advisor who says they are a fiduciary when they are really under the suitability standard. You need to know what that means for you and how it pertains to your situation.
Disclaimer: Financial Footprints is not intended to provide personalized financial advice. The information shared on this podcast is for general educational and entertainment purposes only. While we aim to share helpful tips and insights, every individual’s financial situation is unique, and what works for one person may not be right for another. Always do your own research and consult with a qualified financial professional before making any major financial decisions. We’re here to share ideas and spark conversations—but when it comes to your money, make sure you get advice tailored to your specific circumstances.
11 حلقات
يقوم برنامج مشغل أف أم بمسح الويب للحصول على بودكاست عالية الجودة لتستمتع بها الآن. إنه أفضل تطبيق بودكاست ويعمل على أجهزة اندرويد والأيفون والويب. قم بالتسجيل لمزامنة الاشتراكات عبر الأجهزة.