3 Things You Should Know Before Choosing a Financial Advisor
Jun 22, 2022
Are you looking for a new financial advisor? Or perhaps you’re dissatisfied with your existing advisor and planning to switch.
Either way, searching for an ideal advisor can be difficult if you don’t know what you should be looking for in the first place!
In this episode, Jeremy Keil walks through three things you should know before choosing a financial advisor. He highlights the key characteristics that separate great advisors from mediocre ones so you can confidently identify your ideal advisor.
Jeremy discusses:
- Series of questions you should ask prospective advisors in the first meeting
- How to ensure your advisor will serve as a true fiduciary to you
- Notable designations that help you pick an advisor in a particular area of specialization
- How most advisors get paid — and why their compensation structure matters to you