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Message
re: Financial Advisor Meeting
Posted on 11/21/19 at 2:13 pm to btnetigers
Posted on 11/21/19 at 2:13 pm to btnetigers
Here are some questions from the great Jason Zweig:
LINK /
Additional tips:
If they're not a fiduciary- run.
If you can't understand how they're paid- run.
If they talk investments/portfolios, returns, and fees first- run.
You're looking for someone that will walk you through a financial planning process before making recommendations, someone that is willing to invest time rather than "close" you quickly, and someone that you mesh with personally. Bonus points for someone that is knowledgeable, but not a know it all- that is one of the most important factors IMO.
LINK /
Additional tips:
If they're not a fiduciary- run.
If you can't understand how they're paid- run.
If they talk investments/portfolios, returns, and fees first- run.
You're looking for someone that will walk you through a financial planning process before making recommendations, someone that is willing to invest time rather than "close" you quickly, and someone that you mesh with personally. Bonus points for someone that is knowledgeable, but not a know it all- that is one of the most important factors IMO.
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