Money Peach
Money Peach
Chris Peach
EP81: How to Interview Your Financial Advisor - with “Seth”
39 minutes Posted Feb 15, 2018 at 12:00 am.
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Show notes

“Seth” - my very own financial advisor - comes on to say what most advisors won't.

Since most professionals in the financial industry are so highly regulated, “Seth” agreed to come on the show if we kept his identity a secret.

Now that he's anonymous, he is able to drop a ton of value including what you should be asking your advisor, how fees are structured, and some of the biggest mistakes he sees new clients make.

During our interview, I ask Seth:

• Explain how robo-advising works • When robo-advising is not a good fit • How to know whether or not your advisor has a plan or not • What questions you should be asking your next financial advisor • What should you be talking to your current advisor about


As a BONUS, this episode comes with a PDF Cheat Sheet I asked “Seth” create, which will come in very handy when you're getting ready to interview your next advisor.

By the end of the episode, you'll have a much better understanding of how financial advisors are paid, common fees you can expect, and what you should not be paying for at all.

All the show notes, links, the PDF Cheat Sheet and anything Seth and I mentioned can be found at https://www.moneypeach.com/session81