Ep #05: The Top Three Questions You Should Ask Every Financial Advisor
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English - January 16, 2020 11:00 - 5 minutes - 8.11 MB - ★★★★★ - 6 ratingsInvesting Business Education How To wealthplanning assetmanagement financialplanning highnetworth investment networth personalfinance retirement ultrahighnetworth wealthmanagement Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Making Your Mark Episode 10: Mohamed Barry
Plenty of sources will give you important questions to ask your financial advisor. Most of them suggest asking things like: How many years have you been in business? What's your investment philosophy? How do you get paid? And those are important questions—but they aren't the most important questions.
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