In this week's episode of Built For Life Not Just Wealth, Ryan Burklo discusses the essential questions to ask when interviewing a financial advisor, emphasizing the importance of understanding their philosophy, process, and team to ensure a good fit and successful financial planning. He also encourages listeners to look beyond credentials and focus on whether the advisor's approach aligns with their own goals, values, and communication style. That deeper alignment can make the relationship more effective and build more confidence over time.

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Takeaways

Ask about the advisor's planning philosophy to understand their approach.
Understand how the advisor gets paid to identify potential conflicts of interest.
Learn about the advisor's planning process to gauge their professionalism and client focus.
Know who is on your advisory team and their expertise.
Measure success based on your goals, not just market performance.

Chapters

00:00 Introduction: Why Choosing the Right Financial Advisor Matters
01:24 Question 2: How Do You Get Paid?
02:22 Question 3: What Is Your Planning Process?
04:46 Question 4: Who Is My Advisor and Team?
06:10 Question 5: How Do You Measure Client Success?
07:07 Key Takeaways and Final Advice