Red Carpet Retirement™

10 Important Questions To Ask Your Financial Advisor (Ep. 7)

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Finding a financial advisor can be difficult. Just because they are likable doesn’t mean they will be excellent at taking care of you. How can you tell the difference?

In this episode, Adam shares 10 of the most important questions everyone should ask their financial advisor, especially if they are in the interview process, to find out if the financial advisor will actually help them, how they’ll help, or if the advisor will put their own interests first.

Adam discusses: 

  • Why it’s important to ask if the advisor has any customer complaints or abuses on their record, and how to find the answer before asking them
  • The different fee structures and how they can determine if an advisor will put your needs first
  • Why outsourcing investment management matters
  • Why your advisor should specialize in your niche
  • And more

    • Resources:

    • BrokerCheck.com
    • The 5 Pillars Of Our 90-10 Investment Philosophy To Help You Minimize Risk And Maximize Your Investments: Part 1
    • Investopedia.com

      • Connect with Adam Scott: 

      • LinkedIn: Adam Scott
      • LinkedIn: WellAcre Wealth
      • WellAcreWealth.com
      • Phone: 310-220-4946
        • ...more
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        Red Carpet Retirement™By Adam Scott