Is your financial advisor working for you? What are some questions you can ask to make the best choice on someone to help with your finances? Mike looks at some of these questions:
Is your advisor really an advisor or a salesperson?
What are their credentials and experience?
What should a financial planner offer?
Does the advisor offer estate planning assistance?
How does the advisor present themselves in the first meeting?
What about complaints?
Where do you start your search for your own personal CFO?
What other questions should you ask a potential financial advisor?
You can also read more about these questions and considerations here.
Though Mike Miller is an employee of Ronald Blue Trust, Talking Money® represents his individual views, and not those of his employer or any other sponsor of the program. During the program, Mike may discuss market trends as well as specific financial planning techniques and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations to any individual or organization. Work with your attorney, or accounting, or investment professional for specific individual advice and services. Any securities or investment products discussed on Talking Money® are not insured by the FDIC, are not a deposit or other obligation of or guaranteed by any bank, and are subject to investment risk, including possible loss of principal amount invested. Some shows contain time sensitive material that should not be relied upon without verifying.
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