1. EachPod

8 MUST-Ask Questions for Your Advisor

Author
Kristen Wonch
Published
Fri 06 Dec 2024
Episode Link
https://the-wealth-equation.simplecast.com/episodes/8-must-ask-questions-for-your-advisor-dRSa01Sj

Working with a financial advisor but unsure if they’re delivering the best results for you?

Many people don’t even know what to ask or how to assess their advisor’s performance.

This episode is your guide to uncovering the truth about your investments and making confident, informed decisions.

Tune in to learn:

  • The two types of fees your advisor might not be disclosing (and how they impact your portfolio).
  • Why your returns might be underperforming the market—and what to do about it.
  • Eight essential questions to ask your financial advisor to ensure transparency and accountability.
  • How asking the right questions can save you millions over your lifetime.

🚀  FREE INVESTING TRAINING INVESTOR SECRETS REVEALED: 

The Truth Your Financial Advisor Doesn't Want You To KnowAccess the training immediately here:

https://bit.ly/free-investing-training 


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🚀 FREE INVESTING TRAINING INVESTOR SECRETS REVEALED: 
The Truth Your Financial Advisor Doesn't Want You To Know
Access the training immediately here: https://bit.ly/43Efb7U

💰 WORK WITH ME:
🚀 The 7 Figure Portfolio: a 6 week accelerator to 3X your returns, optimize your portfolio + build a high performing portfolio on track for 7 and 8 figures. DM me on IG '7-FIG'

 https://www.instagram.com/kristenwonch.xox/

💰Join the Compounding Queens Secret Telegram here: https://t.me/compoundingqueens

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