Riccardo Stewart once flew to Rome for a 30-minute Q&A with the Pope and had to work out what to ask. Most players feel the same way across the table from a financial advisor: they know they need one, but not what to ask. In this episode, Riccardo, Sam Acho, Jeff Locke and Zach Miller lay out the questions every player should ask before hiring or switching advisors, and why each one matters. Sam explains what it means to be a fiduciary and why some advisors wear two hats. Jeff breaks down the difference between a license and a certification. Riccardo uses a 53-man roster to explain asset allocation. And Zach shares the question that hurt him personally, "Will you give me my after-tax returns?", plus why your advisor should be able to vet the deals that come through the locker room and advise on your NFL benefits.

Connect with Us
• Call or text us: 602-989-5022
• Website: https://www.athletefamilyoffice.com/?utm_source=awm-capital&utm_medium=podcast&utm_campaign=ep-78-advisor-questions&utm_content=show-notes
• YouTube: https://www.youtube.com/channel/UCc1NxpK21N1vKWEExC45YEA
• LinkedIn: https://www.linkedin.com/company/awmcapital/
• Instagram: https://www.instagram.com/awmcapital/
• X: https://twitter.com/awmcapital
• Facebook: https://www.facebook.com/awmcapital/

Chapters
00:00 Coming Up: Questions You Should Ask Every Advisor
01:06 What Do You Ask The Pope?
01:58 Are You A Fiduciary? (Sam Acho)
02:43 Fiduciary vs Suitability: The Advisor Who Wears Two Hats
03:25 What Licenses And Certifications Do You Hold? (Jeff Locke)
05:12 How Do You Do Asset Allocation? The 53-Man Roster (Riccardo Stewart)
06:50 What Is Your Investment Philosophy, And How Will Performance Be Measured?
07:13 Will You Give Me My After-Tax Returns? (Zach Miller)
07:51 Closet Indexers, Locker-Room Deals And Your NFL Benefits
09:01 Get Our Advisor Resources: Text 602-989-5022