MoneyShiksha with Brijesh

10 Questions You Need To Ask To Your Financial advisor


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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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MoneyShiksha with BrijeshBy Brijesh Parikh