How you ask your financial advisor is just as important as what you ask your financial advisor.

If you are thinking of working with a financial advisor, we'll show you not only which questions to ask, but how to get to them in a way that establishes credibility and gets you the answers you really need.

Zacc's Article on Questions to Ask:

https://www.capitafinancialnetwork.com/education-center/how-to-interrogate-a-financial-professional

Our video on the different types of Financial Professionals:

https://youtu.be/8uC1lgkZUWE

Connect with Zacc's team at Capita:

https://www.capitafinancialnetwork.com/

Check out our resources at https://TheRetirementNerds.com/

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⏰ TIME CODES ⏰

0:00 Shopping Advisors

2:11 What's Really Happening

4:49 The Fiduciary Myth

8:41 The 4 Cs Framework

10:55 Competence

15:52 Communication

21:12 Care

31:43 Compensation

37:35 Relationships in Practice

41:50 Incorrect Advisor Shortcuts

44:27 Where to get help

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#finance #financialplanning #financialadvisors

Disclosure:

This podcast is intended for informational purposes only, and is not a substitute for personal advice from Capita. This is not a recommendation, offer, or solicitation to buy or sell any security. Past performance is not indicative of future results. There can be no assurance that investment objectives will be achieved. Different types of investments involve varying degrees of risk, including the loss of money invested. Therefore it should not be assumed that future performance of any specific investment or investment strategy, including the investments or investment strategies recommended or proposed by Capita will be profitable. Further, Capita does not provide legal or tax advice. Please consult with your legal or tax professional for advice prior to implementing any strategies discussed during this podcast. Certain information discussed during this podcast is based upon forward-looking statements, information and opinions, including descriptions of anticipated market changes and expectations of future activity. Capita believes that such statements, information and opinions are based upon reasonable estimates and assumptions. However, forward-looking statements, information and opinions are inherently uncertain and actual events or results may differ materially from those reflected in the forward-looking statements. Therefore, undue reliance should not be placed on such forward-looking statements, information, and opinions. Registration with the SEC does not imply a certain level of skill or training.