Are You Asking the Right Questions of Your Financial Advisor?

Are you asking the right questions for yourself and your financial goals?

When you first begin looking for a financial advisor, there are some things you should be asking yourself.

In this episode, Malcolm Ethridge is joined by Malcolm Hodge, strategic sourcing manager at Microsoft. Malcolm puts Malcolm in the hot seat, asking questions he needs answers to, keeping in mind the interests of fellow tech professionals and what they need to know when choosing a financial advisor.

In this episode, you will learn about:

  • How do you know if an advisor is a fiduciary and what this means 
  • The varying ways that financial advisors are compensated
  • What questions you should be asking your financial advisor before hiring them
  • Malcolm’s personal investment philosophy
  • And more!

Tune in to hear the questions you should be asking your advisor!

Related: Is Now The Time For Cryptocurrency?