9 Questions To Help You Find a Financial Advisor You Can Trust #financialadvisor #financialadvice

Working with a Financial Advisor can be one of the best decisions you will ever make for your finances. In fact, a Vanguard study found that consumers that do NOT work with a Financial Advisor end up with 50% less wealth over a 30 year period. Needless to say, not all Financial Advisors are created equal. If you don’t know how to qualify one, you could end up hiring someone who does not hold your best interests at heart and end up worse off than where you started. Here are 9 Questions To Help You Find a Financial Advisor You Can Trust.

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Eric Amzalag, CFP®, RICP®

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Disclaimer: Please consult with your own tax, legal and financial advisors for personalized advice.

00:00 Introduction
01:23 What kind of financial advisor are you specifically?
02:27 Are you fee based or fee only?
04:32 Are you a Fiduciary all the time?
06:27 Do you make any form of outside compensation?
07:38 What are your credentials?
08:56 Are you licensed to sell insurance?
10:03 Do you work for a big brokerage company or are you independent?
11:18 Do you start with investing or financial planning?
12:35 What you can do about it

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