Planning for Life Podcast

In our “Planning for Life” podcasts we share strategies & ideas for overcoming challenges in your personal and financial life.
December 7, 2018 Episode #12

10 Questions You Should Ask Any Financial Advisor

When you hire a financial advisor, you’re entering a long-term relationship. Since this person will know everything about your financial life, it’s important to feel comfortable with your advisor.

But how do you know if an advisor is a right match for you?

In this episode, Russell Jacobs shares 10 questions to ask any advisor before hiring them. As a financial planner, Russell answers each question himself, outlining why these questions are important for you and your financial planning process.

Here’s what you will learn:

-What it means to be a fiduciary advisor
-The definition of a fiduciary relationship
-How fee-only financial planners are paid
-The three phases of Jacobs, Coolidge & Company’s planning structure
-Russell’s investment philosophy
-Russell’s view on asset allocation
-And more

Tune in now to learn Jacobs, Coolidge & Company must-ask questions for advisors and to hear their responses!

Asset allocation does not guarantee a profit or protect against loss in declining markets. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio or that diversification among asset classes will reduce risk.

Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.

But how do you know if an advisor is a right match for you?

In this episode, Russell Jacobs shares 10 questions to ask any advisor before hiring them. As a financial planner, Russell answers each question himself, outlining why these questions are important for you and your financial planning process.

Here’s what you will learn:

-What it means to be a fiduciary advisor
-The definition of a fiduciary relationship
-How fee-only financial planners are paid
-The three phases of Jacobs, Coolidge & Company’s planning structure
-Russell’s investment philosophy
-Russell’s view on asset allocation
-And more

Tune in now to learn Jacobs, Coolidge & Company must-ask questions for advisors and to hear their responses!

Asset allocation does not guarantee a profit or protect against loss in declining markets. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio or that diversification among asset classes will reduce risk.

Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.

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