Talking Money

Is Your Advisor Working for You?


Listen Later

Is your financial advisor working for you? What are some questions you can ask to make the best choice on someone to help with your finances? Mike looks at some of these questions:

* Is your advisor really an advisor or a salesperson?
* What are their credentials and experience?
* What should a financial planner offer?
* Does the advisor offer estate planning assistance?
* How does the advisor present themselves in the first meeting?
* What about complaints?
* Where do you start your search for your own personal CFO?
* What other questions should you ask a potential financial advisor?

You can also read more about these questions and considerations here.
...more
View all episodesView all episodes
Download on the App Store

Talking MoneyBy Mike Miller

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

5 ratings