Are you in the process of looking for a financial advisor? Or maybe you’re already working with someone and want to make sure they are the right fit for you. Many people find the complexities of the financial world overwhelming, which is why it’s crucial to have the right financial advisor by your side. In this video, we’ll explore five questions you should be asking to ensure you’re working with someone who can help you with your current circumstances. As you approach retirement, it’s critical to have someone who can help make sure you’re on track and your finances are properly structured. So if you’re within five to 10 years of retirement, these questions will help you determine if the advisor is working in your best interest and that they’re a proper fit to help you make the transition to the next chapter of life.
0:00 – Intro
0:31 – Question 1: What’s the fee/compensation structure?
1:36 – Question 2: Who is your typical client?
2:25 – Question 3: Do you have a specialty?
3:10 – Question 4: How much contact do you have with clients?
4:06 – Question 5: Who will I be directly working with?
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