Oct 8, 2021
When you’re searching for a financial advisor, there are several questions you want to ask to make sure they’re the best fit for you.
Why?
Because handing your hard-earned money over to someone else is an important decision. Picking the wrong advisor could wreck your retirement and minimize your returns.
But here’s the problem:
When you search for questions you should ask your financial advisor on Google, you get a lot of general questions that don’t tell you how a particular advisor fits into your unique life and retirement plan.
In this episode, I’m going to explain what these 5 most common questions are — and how you can tweak them so your questions are more relevant to your financial goals. Listen to the episode now before you talk to a financial advisor.
Show Highlights Include:
To schedule your complimentary retirement track review, head to https://onecapitalmanagement.com. You can also call us at 805-410-5454 or text the word ‘TRACK’ and we’ll reach out to you.