Money Smarts

Expectations for your financial advisor relationship

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It is important that your financial advisor meets your expectations. For today’s Money Smarts I cover five expectations that are critical to a working relationship. Here are the main questions we explore in today’s topic for financial advisors.  

  • Do they hear you? 
  • How do they make money? 
  • Do they have a disciplinary history?  
  • Have they explained the platforms available to you? 
  • Bonus question – do they provide holistic financial planning?  

    • Remember, I am always here to help. Enjoy the video, like, comment, share, and subscribe. Reach out with questions or concerns about your current plan.   

    www.strategic-visionaries.com

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    Money SmartsBy Whitney Emanuel