10 Questions to Ask a Financial Advisor
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 Published On Feb 14, 2024

When it comes to investing many people prefer to do it for themselves but there are times when you might want to get advice from a professional. So if you are going to use a financial adviser, in this video I cover 10 questions that you should ask them to make sure that are a good fit for you and that you are going to be happy with the service they provide as they can often be expensive so you don’t want to make a mistake!

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Timestamps
00:00 Introduction
00:47 What is your investment philosophy?
02:57 Are you independent?
04:52 What services do you provide?
06:49 How do you add value?
08:44 How are you compensated?
10:56 Is it better to pay off my mortgage or invest?
11:50 What will our relationship be like?
13:02 Why did your last few clients leave?
14:28 Do you have a yacht?

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🌐 Website - https://pensioncraft.com/
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Take A Look At Some Of My Other Videos & Playlists
📹 Investment Strategies playlist    • Investment Strategies  
📹 Income Investing playlist    • Income Investing  
📹 Investing With Vanguard playlist    • Investing with Vanguard  
📹 Portfolio Building Blocks playlist    • Portfolio Building Blocks  

DISCLAIMER
All information is given for educational purposes and is not financial advice. Ramin does not provide recommendations and is not responsible for investment actions taken by viewers. Figures that are quoted refer to the past and past performance is not a reliable indicator of future results.

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