Questions to Ask a Financial Advisor
Choosing a financial advisor is more than picking someone to manage investments. It’s choosing a long-term relationship that will impact your goals, retirement, family, and future.
In this episode of The About Podcast, hosts Roy Hucke and Jeremy Scott walk through the most important questions you should ask before hiring a financial planner.
If you’ve never worked with an advisor before, or you’re considering switching, this conversation will help you understand what really matters.
You’ll learn:
Why asking why they became an advisor matters
What credentials like CFP®, CFA, or CEPA actually…
The skinny
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