057 - What Questions Should I Ask When Hiring a Financial Planner?

An episode of the Real Personal Finance podcast, hosted by Scott Frank and James Conole, titled "057 - What Questions Should I Ask When Hiring a Financial Planner?" was published on July 22, 2020 and runs 34 minutes.

July 22, 2020 ·34m · Real Personal Finance

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Summary

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? NAPFA XYPN Garrett LET'S CONNECT! James Facebook LinkedIn Website Scott Facebook Twitter Website ENJ...

Episode 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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