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What questions should you ask a financial advisor?

Pose strategic questions to prospective advisors and you can quickly weed out the pros who don't fit your needs. During financial and retirement planning sessions, you can lean on pointed queries to reveal assumptions that should be refined. And in your annual reviews, targeted questions can uncover what’s really working in your financial plan.

How do I get better financial advice?

You'll get better advice by being the type of client your advisor wants. This question should lead into your net worth, your risk tolerance, and your overall financial goals. Be prepared to discuss those topics, so you and the advisor together can decide if you'll make a good team.

How do I get the most value from a financial advisor?

You'll be asked to sign into your Forbes account. To get the most value from your financial advisor, you must ask the right questions. Pose strategic questions to prospective advisors and you can quickly weed out the pros who don't fit your needs.

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Risk warning: Digital asset trading is an emerging industry with bright prospects, but it also comes with huge risks as it is a new market. The risk is especially high in leveraged trading since leverage magnifies profits and amplifies risks at the same time. Please make sure you have a thorough understanding of the industry, the leveraged trading models, and the rules of trading before opening a position. Additionally, we strongly recommend that you identify your risk tolerance and only accept the risks you are willing to take. All trading involves risks, so you must be cautious when entering the market.

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