10 Questions You Need To Ask To Your Financial advisor
About this episode
In this video, I am discussing 10 questions investors need to get answers from their financial advisors to decide whether they are right one for them or not.
00:00-03:42 - Are you Fiduiciary?
03:43-04:46 -How long have you been a wealth manager?
03:47-06:20 -How are you compensated?
06:21-07:40- How do you make your investment selections?
07:41-09:16- How long do your clients stay with you on average?
09:17-10:08 -What do you do to minimize my costs?
10:09-11:22-What expectations will you have of me as your client?
11:23-12:23-What is your investment approach?
12:24-13:21 -How much contact do you have with your clients?
13:22-15:27 -What makes your client experience unique?
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