10 Questions You Need To Ask To Your Financial advisor episode artwork

EPISODE · Apr 26, 2021 · 18 MIN

10 Questions You Need To Ask To Your Financial advisor

from MoneyShiksha with Brijesh

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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10 Questions You Need To Ask To Your Financial advisor

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