Dr. Dan shares the "wrong" question that he commonly hears from investors. Then he offers 3 better questions to be asking your financial advisor.

Connect with Dr. Dan at www.drpallesen.com and on Facebook, LinkedIn, and Instagram.

Dr. Dan shares the "wrong" question that he commonly hears from investors. Then he offers 3 better questions to be asking your financial advisor. Connect with Dr. Dan at www.drpallesen.com and on Facebook, LinkedIn, and Instagram.

The Right Questions to Ask Your Financial Advisor

The Behavioral Wealth podcast with Dr. Dan is a discussion of the behaviors that people use to tap into their ability to achieve wealth, health and happiness. Dr. Dan is a financial psychologist and he is passionate about helping others live their best lives. He is a licensed clinical psychologist and financial advisor whose focus is in the field of Positive Psychology and Behavioral Finance. Dr. Dan’s approach with people is to focus on strengths and bring clarity to the issues of purpose and meaning in their lives. He has worked in many settings including counseling centers, private practice, military clinics, and even federal prisons. Dr. Dan currently serves as the Chief of Investor Behavior at Keystone Wealth Partners.

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The Right Questions to Ask Your Financial Advisor

The Right Questions to Ask Your Financial Advisor