7 Questions to Ask a New Financial Advisor - Money Tip Tuesday
7 Questions to Ask a New Financial Advisor - Money Tip Tuesday

7 Questions to Ask a New Financial Advisor - Money Tip Tuesday

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5 min
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<p style="text-align:left;">When you’ve finally made the decision to sit down with a financial advisor, the next challenge you’ll have is to find one you trust. </p> <p style="text-align:left;">There are some questions you can make sure to ask a new financial advisor to feel confident you’ll be happy with their service. </p> <p style="text-align:left;">Links: </p> <ul style="text-align:left;"><li>Check advisor qualifications for free with the <a href='https://adviserinfo.sec.gov/'>Form ADV</a> or <a href='https://www.nasaa.org/contact-your-regulator/'>state regulator website</a></li> <li>Learn more about Triangle's <a href='https://www.trianglefinancialgroup.com/'>wealth management services</a></li> <li>Follow our <a href='https://www.facebook.com/pg/MakingMoneyPersonalPodcast/posts/?ref=page_internal'>Facebook</a>, <a href='https://www.instagram.com/makingmoneypersonal/'>Instagram</a> and <a href='https://twitter.com/TCUpodcastMMP'>Twitter</a> pages!</li> <li>Learn more about <a href='https://www.trianglecu.org/home/home'>Triangle Credit Union</a></li> </ul> <p style="text-align:left;">Transcript:</p> <p style="text-align:left;">Welcome to Money Tip Tuesday from the Making Money Personal podcast.  </p> <p style="text-align:left;">When it comes to organizing your finances, you may have come to the decision to hire a financial advisor.  </p> <p style="text-align:left;">Financial Advisors, help you with higher level financial planning like investing for retirement or for income, helping you select an insurance plan custom tailored to your needs, helping you with long term savings plans like college planning for kids, and even helping you get ready for social security or Medicare.  </p> <p style="text-align:left;">A financial advisor is one of your champions and strategists to help you plan the future you want to live. </p> <p style="text-align:left;">But you need to know you can trust them and you need to know what to expect over the course of your relationship. Different financial advisors work for different comp

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CarlieBright

CarlieBright

7 Questions to Ask a New Financial Advisor - Money Tip Tuesday - Listen Free | WowFM