Dec 2, 2021
Before meeting with an advisor for the first time, people often Google “questions to ask a financial advisor” and come in with a list of questions that they find. Are these good questions? Is there anything different you should ask? And what answers should you look for?
Read more and get additional financial resources here: https://maestrowealth.com/2021/12/02/ep-42-questions-people-ask-financial-advisors/
What we discuss on this episode:
0:42 – Are you a fiduciary?
2:00 – How much are your fees?
4:13 – What is your investment philosophy?
8:51 – What will our relationship be?