When you’re looking for a financial advisor, you are trying to find someone to trust with your hard earned money. Do a little research before you interview a potential advisor so you know what your investing philosophy is to find an advisor that matches your view. Really get to know your potential advisor’s qualifications and reasons for being in the business.
Having up front conversations between clients and advisors is imperative to prevent unnecessary road bumps along your investment journey. Asking the questions below will allow you as a client to find an investor that matches your investment philosophy and allows advisors to see if potential clients fit with their firm’s investment strategy. Connect with the team: podcast@assetbuilder.com assetbuilder.com/podcast
[00:00] Intro
[00:29] Things to ask your financial advisor
[03:43] What is your investing philosophy?
[08:27] Do you use technical analysis?
[11:16] Do you use market timing?
[15:36] Why are you in this job?
[21:09] Are you a fiduciary? What are their qualifications?
[22:57] Why do you feel you need a financial advisor?
[26:48] What is the biggest frustration with other advisors?
[27:32] How did you respond emotionally to the bear markets?
[32:11] Where should I be in a year?
[37:27] The most common question from potential comments
[40:51] Book recommendations and wrapping up
[42:20] Closing things out
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What You Don't Know About Trust Funds
10 Common 401K Questions—Answered
Investing HORROR STORIES
FOR THE KIDS! How to start investing at a young age—and why you should
How Old Were You When You First Learned About Finances? How About Your Kids?
Do You Really Need an Investment Advisor?
Why Are Stocks Still Rising Despite a Pandemic and Riots?
How Should We, As Investors, Respond to Inflation?
Are We in a Recovery? How Can We Tell?
Should You Retire Abroad? THE MILLIONAIRE TEACHER returns
Interview with THE MILLIONAIRE TEACHER (Andrew Hallam)
Understanding the CARES Act
How Does Our (potential) Recession Compare to Past Recessions?
What does COVID-19 mean for your portfolio?
ETFs and Mutual Funds—What's the Difference?
Active vs Passive Investing: Which is better?
Will the '08 Market Crash Happen Again?
The Ins and Outs of Annuities
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