10 Questions You Need To Ask To Your Financial advisor

What this episode covers

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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Frequently Asked Questions

How long is this episode of MoneyShiksha with Brijesh?

This episode is 18 minutes long.

When was this MoneyShiksha with Brijesh episode published?

This episode was published on April 26, 2021.

What is this episode about?

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...

Can I download this MoneyShiksha with Brijesh episode?

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