Are you having trouble finding a financial advisor that fits your needs?
In part one of this mini-series, Mike Guarino gives an overview of three out of the ten most important questions clients are asking him during the interview process. Mike provides listeners with tips for finding a financial advisor that you can trust with your financial accounts.
In this episode you will learn:
- Why you should be asking advisors if they are an ‘accredited investment fiduciary’
- The different pay structures for financial advisors
- How to find out what your ‘all-in costs’ are when working with a financial advisor
- Tips for asking questions during the advisor interview process
- And more!
Tune in to start asking those important questions to pick the best financial advisor for you!
Related: Shifting Gears for Retirement into Distribution Mode