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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How to Invest in an Unpredictable Market
Are There Good Reasons to NOT Invest?
Quotes All Investors Should Know
How to Spring Clean Your Investment
Investing & Taxes: A Brief Overview
Are Your Heirs Prepared to Handle Your Inheritance?
Rate Hikes Are in the News — Is it Time to Freak Out?
THE MILLIONAIRE TEACHER returns to discuss his NEW book, Balance — How to Invest and Spend For Happiness, Health, and Wealth
What Should You Do If the Market Crashes When You Retire?
How Much of Your Income Should You Be Investing?
Change Your Life With ONE Formula
Are Women Better Investors Than Men?
Understanding Our Investment Biases
Look Out for These RED FLAGS in Investment Advisors
How (and why) to Roll Over Your 401(k)
Investing Horror Stories Pt.3
Investing HORROR Stories Pt. 2
Understanding Your Returns
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