The 4 Questions You Should Be Asking Your Financial Advisor (But Probably Aren't)
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The 4 Questions You Should Be Asking Your Financial Advisor (But Probably Aren't)
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Are you working with a financial advisor - or wondering if you should be?
Before you sign anything, there are four questions every financial planner should be able to answer clearly.
Most people NEVER ask them.
In this episode, I break down the exact questions I tell my own clients to ask, and the follow-up question that reveals who your financial advisor is really working for.
You’ll also learn:
- Why "Are you a fiduciary?" isn't enough - and the CRITICAL follow-up question you need to ask next
- The difference between money management and true financial planning
- Why most people need more than just their money managed
- The three ways financial advisors get paid (the pros, the downsides, and what to watch for)
- How to measure whether your advisor relationship is actually working, beyond just investment returns
- Why liking your advisor matters MORE than you'd think - and what I look for in an ideal client relationship
If you walk away from this episode with nothing else, ask your advisor these four questions. Their answers will tell you almost everything you need to know.
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You've built something real.
Let's make sure it stays that way.
I help business owners and high-achieving families build clear, practical financial plans that hold up when life doesn't go according to plan.
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Parallel Financial, LLC is a member firm of The Fiduciary Alliance, LLC, which is a registered investment adviser. More information about Parallel Financial can be found in Form ADV Part 2 which is available upon request. This website is for informational purposes only and should not be construed as investment advice or a recommendation to buy or sell any security or other investment, or to undertake any investment strategy. Opinions expressed herein are solely those of Parallel Financial, LLC, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.
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