Show notes
Choosing the right financial advisor to work with can be a difficult decision. To have a smooth stress free retirement it is clearly an advantage to bring in an expert to manage your retirement strategy. Mark and Derek discuss what you should ask when meeting with a financial advisor you are thinking about working with. [1:26] Number 1: Decide what part of your financial help you need help with[4:00] What a good financial advisor should be doing in the first meeting[ 5:40] Number 2: Learn about the different types of financial advisors[9:30] Number 3: Choose what financial services you want[15:34] Number 4: Decide how much you can afford to pay for a financial advisor[18:24] Number 5: Research a financial advisor[21:09] Important question: Why a financial advisor is in this business?[23:00] Number 6: Make sure they answer your questions directly[24:14} BONUS Number 7: What makes you different from their competition?What was discussed in this episode:Forbes ArticleConnect with Derek GabrielsenTwitter: @DerekGabrielsenFollow Derek on LinkedInSend Derek a message hereCheck out Derek’s YouTube channel!Connect With Mark TepperTwitter: @MarkTepperSWPFollow Mark on LinkedInSend Mark a message hereThe SWP Connect YouTube ChannelSend your questions and comments to us at [email protected] Subscribe to The Capitalist Investor