Planning for Life Podcast
Questions to Ask When on the Hunt for a Financial Advisor
Are you looking for a new financial advisor?
When you’re on the lookout, it’s important to have as much knowledge as possible about what you need from an advisor. That way, you can make an informed decision about which professional will be right for you and your needs.
Today, Russell Jacobs helps you on your journey to finding the right advisor by sharing which questions you should ask your prospective advisor, while also highlighting why each question is important.
In this episode, you will learn:
-Why you should ask your advisor why they do what they do
-How advisors are similar to personal trainers
-Why learning about an advisor’s pay structure isn’t all about finding the
lowest fees
-What benefits fiduciaries can offer you with their planning
-And more!
Join Russell now to learn what questions to ask your prospective advisor!
CRN: 202111-256917
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Securities offered through LPL Financial, Member FINRA/SIPC. Advice offered through NewEdge Advisors, a registered investment advisor. NewEdge Advisors and Jacobs, Coolidge & Company, LLC are separate entities from LPL Financial.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Carl Coolidge – CA Insurance License #: 0I6279 | Russell Jacobs, III – CA Insurance License #: 0D13170 | Thomas C. Buchanan – CA Insurance License #: 4200301
