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The Key Questions You Should Ask a Financial Advisor, Episode #27
Manage episode 299008490 series 2773629
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The world of financial advice and financial advisors can be confusing. Given the industry jargon and huge variability in types of advisors, the way they work with clients, the quality of the advice they give, their experience and credentials, and what they charge for their services, it can be hard to tell one from the next. In this episode, we share the five most important questions to ask when interviewing financial advisors. By asking these questions and comparing the answers provided by different advisors, you’ll not only have a good understanding of exactly what it looks like (and costs) to work with a particular advisor, but you’ll also be able to differentiate them and understand who the best fit for you is.
Resources & People Mentioned- Download our guide: The Toolkit for Optimizing Your Finances as an Employed Physician
- Download our guide: The Financial Checkup
- https://mdwmllc.com
- Follow on LinkedIn
- Follow on Facebook
Subscribe to The Physician’s Guide To Financial Wellness on Apple Podcast, Spotify, and Google Podcast
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