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 and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.sipc.org. Jacobs, Coolidge & Company, LLC is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. 1000 Corporate Drive, Suite 700, Fort Lauderdale, FL 33334, 954-938-8800. We have agents licensed to sell insurance in the following jurisdiction(s): Georgia, Florida, North Carolina, South Carolina, North Dakota, New York, Connecticut, Colorado, California, Michigan, New Jersey. We have agents licensed to sell securities in the following jurisdiction(s): Georgia, Florida, Indiana, Maryland, North Dakota, New York, South Carolina, Texas. Carl Coolidge, CA Insurance License 0I16279, State of Domicile: GA. Russell Jacbos, III, CA Insurance License 0D13170, State of Domicile: GA. CRN202211-274137
