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7 Essential Questions to Ask a Financial Advisor
Manage episode 310275200 series 3051306
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It’s important to ask the right questions before partnering with an advisor. On this episode, we answer all 7 of the "Interview Questions" recommended by Dave Ramsey:
- What do you love about your job?
- What services do you provide clients?
- What is your investment philosophy?
- How will we communicate about my investments?
- How do you get paid?
- How will you measure and evaluate my investment performance?
- Can you tell me why the last two clients you lost stopped working with you?
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