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

EPISODE · Jul 22, 2020 · 34 MIN

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

from Real Personal Finance · host Scott Frank and James Conole

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 ENJOY THE SHOW? Don’t miss an episode, subscribe via iTunes, Sticher, Spotify, or Google Play. Leave us a review on iTunes. Have a money question you want us to answer? Submit one here

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

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