It can be intimidating talking to a financial advisor and that is why you should always be prepared to ask the right questions.
In the second part of a two-part series, Mike Guarino recaps the questions from episode 19, and dives into the other seven most important questions. Mike also provides listeners with additional advice that will help when asking those tough questions.
In this episode you will learn:
- Each financial advisor has different qualifications
- How the relationship works with clients
- Mikes’ investment philosophy
- What an asset allocation is
- What investment benchmarks are
- And more!
Tune in to hear more of those important questions to ask your financial advisor!
Related: Questions To Ask When Interviewing Financial Advisors