1. EachPod

How to Choose the Right Financial Advisor

Author
Annette Bau, CFP®
Published
Wed 31 Jan 2024
Episode Link
https://themillionaireinsider.com/how-to-choose-a-financial-advisor/

A financial advisor is a professional who provides financial guidance and advice to individuals or businesses. They help clients make informed decisions about managing their money, investments, estate, retirement, and financial planning.

Before you ask how to choose a financial advisor, you'll need to figure out the type of advisor that will work best for you and your situation.

Today, you will learn if you need one, how to access resources if you can't afford an advisor and the different decisions you need to make before you hire one.

In this episode, you will learn:

* Five different reasons why you may need an advisor

* The different types of advisors, how they charge fees, and which ones are required to put your interests ahead of their own

* The 5-step process to choose a financial advisor

* Questions to ask a potential financial advisor

Links Referenced in the Show:

The Financial Freedom Guide:https://themillionaireinsider.com/ffg

Get your Free Financial Checkup:  https://themillionaireinsider.com/fc

Show notes and more information: https://themillionaireinsider.com/43 

This information is for educational purposes only and is not intended to provide financial, investment, or planning advice.

Share to: