Ep. 21 Ten Questions To Ask When Hiring A New Advisor

Living Richer

Jan 30 2024 • 19 mins

Finding the right wealth advisor is a consequential decision and one that shouldn’t be rushed into. It’s a relationship that will hopefully last for years and have a big impact on your long-term financial wellbeing.  But how do you go about finding the right person?

In today’s episode, I’m going to break down for you the key steps to take and share what I believe are the 10 most important questions to ask a prospective advisor. We’ll also talk about the red flags you should watch out for, so that by the end of this episode, you’ll feel well-equipped to begin your search.

Resources: