Planning for Life Podcast

In our “Planning for Life” podcasts we share strategies & ideas for overcoming challenges in your personal and financial life.
December 20, 2019 Episode #40

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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