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057 - What Questions Should I Ask When Hiring a Financial Planner?
Published 5 years, 10 months ago
Description
- What kind of advisor do you want?
- How are they compensated?
- What services to they provide?
- What types of clients to they work with?
- Are they a fiduciary .... ALL THE TIME?
- Disciplinary record with the SEC or FINRA?
- How will they help you reach your financial goals?
- What happens to your relationship with the firm is something happens to your advisor?
Where can you find an advisor?
LET'S CONNECT!
James
Scott
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