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Monthly Archive September 2019

Three Questions to Ask Your Financial Advisor

Having a great financial advisor is crucial in your quest to build wealth. Use these three questions when interviewing an advisor to get to know them better and evaluate whether or not he/she would be a good fit for you.

QUESTION 1

How do you get paid?


QUESTION 2 

Why did the last two clients you lost leave you?


QUESTION 3

What ongoing steps to you take to regularly evaluate and monitor my investments?


Would you like my list of Preferred Financial Advisors? Becoming a Trust828 member and get this list, plus lists of other recommended providers (Insurance Agents, Bankers, Real Estate Agents,  Estate Planning Attorneys, etc.). Membership includes a lot of other perks as well. Contact me for more info.