The right financial planner can be a game-changer in your plan to create a secure financial future you love. One of the best places to start is by finding someone who has the necessary qualifications and the right personality to guide you through the process.

In today’s podcast, “4 Questions to Ask a Financial Planner,” I share some ideas to help you find the right advisor.

Wealth Inside and Out® Podcast: “4 Questions to Ask a Financial Planner”

In this episode, you will learn:
>> (2:14) The cost of staying quiet
>> (5:31) A key question to ask an advisor early
>> (7:05) Red flags to watch for
>> (11:12) Common pitfalls to avoid when discussing compensation
>> (14:20) What a good advisor will talk about with you
>> (15:15) Bonus questions to ask

Conclusion – “4 Questions to Ask a Financial Planner”

Asking the right question is one of the most important skills you can develop. And when it comes to finding the right advisor, it is critical.

Today, you will learn some initial questions to start with, followed by additional ones tailored to your specific situation.

Enjoy the episode.

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Disclosure

TheMillionaireInsider.com® copyrights all materials and intellectual property.

This information is for educational purposes only. It is not intended to replace the advice of any advisor or specialist, nor to provide investment, financial, tax, retirement, planning, or healthcare advice.

Always consult with a qualified professional before making any financial decisions or changes.

To your financially secure tomorrow,

Annette