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Accessible Finance Episode 71: Selecting The Right Advisor-What Questions Should I Ask? How Can I Ensure They Are The Right Fit?
- 2025/03/23
- 再生時間： 26 分
- ポッドキャスト
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Accessible Finance Episode 71: Selecting The Right Advisor-What Questions Should I Ask? How Can I Ensure They Are The Right Fit?
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サマリー
あらすじ・解説
In this episode, we answer the question: "I don't trust financial advisors because of bad past experiences. What questions should I ask to find the right one now?"
Unfortunately, you're not alone, and this is SUCH an important topic! Firstly, NOT ALL FINANCIAL ADVISORS ARE CREATED EQUAL. There are different certifications, pay structures, and philosophies.
What questions are most critical? How do you get paid? Are you a fiduciary? What are your qualifications? What is your area of expertise? What is your investment philosophy? What services do you offer? And more...
In addition, we discuss ways someone who may feel intimidated or overwhelmed by the process can make sure they're asking the right questions without feeling out of their depth. Finding the right fit is SO IMPORTANT for your security and peace of mind.
🎙️ Have a financial scenario you’d like us to discuss (without giving personalized advice)? Send your questions to podcast@equilibriumfp.com—we’ll keep your information completely anonymous!
📢 Don’t forget to like, subscribe, and share with friends who could benefit from smarter retirement planning tips!