3 Questions to Ask a New Financial Advisor
Just started working with a new advisor? Looking to find a new advisor?
No matter which boat you find yourself in, there are a couple of really important questions you should ask a financial advisor you’re interested in working with.
It’s easy to go with an advisor because they say all the right things or they “feel right”. But doing your homework and asking the right questions at the outset of the relationship—a really important relationship at that—will help build the foundation for the long term.
Do they have common values? Why are they doing what they do? And how do they make their money? In this video, I dive into those key questions and why they’re important to ask.
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Obligatory disclaimers: Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment Advisory services offered through Kestra Advisory Services LLC (Kestra AS) an affiliate of KestraIS. Pleasant Wealth, LLC is not affiliated with Kestra IS or Kestra AS.
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