Choosing a financial advisor is more than picking someone to manage investments. It’s choosing a long-term relationship that will impact your goals, retirement, family, and future.

In this episode of The About Podcast, hosts Roy Hucke and Jeremy Scott walk through the most important questions you should ask before hiring a financial planner.

If you’ve never worked with an advisor before, or you’re considering switching, this conversation will help you understand what really matters.

You’ll learn:

• Why asking why they became an advisor matters
• What credentials like CFP®, CFA, or CEPA actually mean
• The difference between fiduciary and best interest standards
• How advisors are compensated (fee-only vs. commission)
• What it means to be SEC-registered or part of a broker-dealer
• How team-based advisory firms work
• What specialties to look for based on your situation

Roy also shares his own journey from high school math teacher to Certified Financial Planner™, and why he focuses on planning, education, business owners, and clients navigating major life transitions.

Whether you're financially experienced or just getting started, this episode will help you ask better questions — so you can make confident decisions about who guides your financial future.

🎙️ Have a question you'd like covered on a future episode? Let us know in the comments.

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