What questions should I ask my financial advisor?

A lot of that involves asking the right questions. You’ll find many a guide out there giving you “ tough questions you should ask your financial advisor .” These include asking whether the advisor is a Certified Financial Planner™, how he/she gets paid and whether that person is required to put your interests before his/her own.

What makes a good financial advisor?

When meeting with a client or prospective client, a good financial advisor asks the right questions to at what they need. Advisors should cultivate a deep understanding of prospective clients’ needs. This helps them begin a relationship built on trust, which is essential. Asking the right questions should get the client to do most of the talking.

How do I choose a financial advisor?

Choosing a financial advisor is one of your most important decisions. Working with the right advisor for your unique situation can be the difference between a carefree retirement and a stressful one. Don’t be afraid to ask tough questions when meeting with an advisor. Like any other professional, they are there to serve the needs of their clients.