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The theme for this week is: how to pick a financial advisor. Here’s the reality: There are about 300,000 financial advisors in the United States. Many are trustworthy, competent, and looking out for your best interest. But the barrier of entry to being a financial advisor is low, and you might occasionally come across a bad apple - never a good thing when it’s your money and your retirement. So this week, I’ll explain the criteria by which you’ll want to chose and evaluate a financial advisor.
I may be a little biased, but a great financial advisor is worth their weight in gold, so my aim is to help you find that gold nugget of a steller human being to manage your money and guide you with some of the most important financial decisions you’ll make in life.
We’ll talk about what a fiduciary is & why it matters, interview questions you should ask a potential advisor or your current advisor, and the most important question to ask that you’re probably not asking.
Picking a financial advisor is a big decision, and ideally, if it’s a good fit, it’s a relationship that lasts for decades or even longer in the case of multi-generational relationships. Hopefully at the end of this week you’ll be better equipped to pick the right financial advisor for you and your family.
That’s it for today, but before you go, would you take a quick minute to leave a review in Amazon or iTunes? And thanks to those of you who have already taken the time to leave a review.
My name is Ashley Micciche...and this is the One Minute Retirement Tip.
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>>> Subscribe on iTunes: https://apple.co/2DI2LSP
>>> Subscribe on Amazon Alexa: https://amzn.to/2xRKrCs
>>> Check out our blog: https://truenorthretirementadvisors.com/blog/
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Tags: retirement, investing, money, finance, financial planning, retirement planning, saving money, personal finance, wealth management, fee only financial advisor, financial planner, how to pick a financial advisor, fiduciary financial advisor, fiduciary, fiduciary law
By Ashley Micciche4.9
5252 ratings
The theme for this week is: how to pick a financial advisor. Here’s the reality: There are about 300,000 financial advisors in the United States. Many are trustworthy, competent, and looking out for your best interest. But the barrier of entry to being a financial advisor is low, and you might occasionally come across a bad apple - never a good thing when it’s your money and your retirement. So this week, I’ll explain the criteria by which you’ll want to chose and evaluate a financial advisor.
I may be a little biased, but a great financial advisor is worth their weight in gold, so my aim is to help you find that gold nugget of a steller human being to manage your money and guide you with some of the most important financial decisions you’ll make in life.
We’ll talk about what a fiduciary is & why it matters, interview questions you should ask a potential advisor or your current advisor, and the most important question to ask that you’re probably not asking.
Picking a financial advisor is a big decision, and ideally, if it’s a good fit, it’s a relationship that lasts for decades or even longer in the case of multi-generational relationships. Hopefully at the end of this week you’ll be better equipped to pick the right financial advisor for you and your family.
That’s it for today, but before you go, would you take a quick minute to leave a review in Amazon or iTunes? And thanks to those of you who have already taken the time to leave a review.
My name is Ashley Micciche...and this is the One Minute Retirement Tip.
----------
>>> Subscribe on iTunes: https://apple.co/2DI2LSP
>>> Subscribe on Amazon Alexa: https://amzn.to/2xRKrCs
>>> Check out our blog: https://truenorthretirementadvisors.com/blog/
----------
Tags: retirement, investing, money, finance, financial planning, retirement planning, saving money, personal finance, wealth management, fee only financial advisor, financial planner, how to pick a financial advisor, fiduciary financial advisor, fiduciary, fiduciary law

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