The Essential Podcast

7 Essential Questions to Ask a Financial Advisor

Listen Later

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:

  1. What do you love about your job?
  2. What services do you provide clients?
  3. What is your investment philosophy?
  4. How will we communicate about my investments?
  5. How do you get paid?
  6. How will you measure and evaluate my investment performance?
  7. Can you tell me why the last two clients you lost stopped working with you?
    8. ...more
    View all episodesView all episodes
    Download on the App Store
    The Essential PodcastBy Barko Financial
    • 4.8
    • 4.8
    • 4.8
    • 4.8
    • 4.8

    4.8

    4 ratings