6 QUESTIONS To Ask Before Hiring a Financial Advisor
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6 QUESTIONS To Ask Before Hiring a Financial Advisor
- 1. 6 QUESTIONS To Ask Before Hiring a “Financial Advisor”
- 2. Question 1: What type of education did they receive? Does he or she have an advanced degree in business or finance.
- 3. Question 2: What certifications do they hold? There are a couple certifications financial advisors can have. Some examples are: CFP (Certified Financial Planner) CIMA (Certified Investment Manager) CFA (Certified Financial Analyst)
- 4. Question 3: What do current and/or past clients have to say about them? Ask your prospective advisor for references to help determine if your advisor will do what he/she promises.
- 5. Question 4: What services do they offer? Not all advisors do everything-make sure the one you choose provides the financial services you need.
- 6. Question 5: What information will they provide to show their advice is working? What information will they provide to show their advice is working?
- 7. Question 6: How does payment work? Some advisors are paid by the hour, others have a flat monthly fee and others charge a percentage of assets under management.