21 Questions (to Ask Your Financial Advisor)

The Breakdown with Shaun King

The North Star

News, Society & Culture

4.8 • 12.6K Ratings

🗓️ 22 April 2023

⏱️ 45 minutes

🔗️ Recording | iTunes | RSS

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Summary

Get ready to learn how to choose the best financial advisor for your needs with The Momentum Advisors. On this episode, Allan Boomer and Tiffany Hawkins provide valuable insight on the key questions you should ask your financial advisor. From sorting through their qualifications to learning their investment philosophy, these strategic questions will help you find the perfect match. Plus, they even provide answers to these questions to give you an idea of what to expect from a suitable financial advisor. Tune in to this episode for essential financial advice that you won't want to miss. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Everybody's Sean King here and what you are about to hear is the momentum advisors show
0:09.0	from Allen and Tiffany where you will learn all about financial empowerment financial decisions.
0:15.2	You're going to learn all about financial freedom and I can't wait for you to hear it.
0:30.0	Hello, hello. Hey, hey, hey. So we get a lot of callers. Often times we let you guys know if you
0:53.9	do have questions about your personal portfolio, please reach out to us. Go to our website,
0:57.4	set up a complimentary consultation. We will spend time with you. We will actually talk to you
1:02.1	at Allen and Tiffany. We will get on a Zoom with you and go through your portfolio with you.
1:06.9	Then at the end, the question is always like, can you be my financial advisor? Do I need to
1:11.7	finance with us? And the answer sometimes is yes and sometimes you know, but we've done a show where
1:18.5	we've talked about like who needs a financial advisor. I think we need to talk about like what type of
1:23.0	question you need to ask your existing financial advisor. Or if you're looking for one and you're
1:28.5	interviewing them, what are some good questions to ask them? 100% and also a lot of people who have
1:33.5	corporate jobs, your job, your employer provides some sort of financial advisory access. If you consider
1:40.4	that person, your financial advisor, and I'm kind of 50, 50, whether you should or not, but if you do,
1:46.0	there's some questions that you need to ask him or her. Absolutely. So today is about what questions
1:51.5	you need to be asking your financial advisor. Present. And future. Yeah, I like it. I like it. All right,
1:58.0	we'll call us asking a scholarly question. Matter of fact, we should answer these questions as we go
2:01.9	along for ourselves. Okay. For I know we have clients who listen. And so just to save you all the call,
2:07.2	we're going to answer the question. I think they know these answers. Okay. For those who might be
2:12.1	interested in having us as their financial advisor. If we also want you as a client, we're going to
2:17.8	answer these questions up front. Yeah. All right. You sound so shady with that. If we also want you.
2:23.1	I mean, it's a mutual decision. Yeah, I agree. So, you know, we, and I think a lot of our listeners
	...

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