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Listen "7 Things to Ask Your Financial Professional - with Ryan Bennett"
Episode Synopsis
Enpo puts the pressure on to demonstrate how a financial advisor would react to being asked a series of questions before being hired.
We will be answering these questions:
Does it concern you when a client brings a list of initial questions?
LIST OF QUESTIONS:
How are you compensated?
Do you have any minimums or quotas that you have to meet?
What licenses, registrations and/or designations do you hold?
Are you a fiduciary in all transactions?
Can you review your U4 or any other relevant disciplinary history with me?
Do you provide comprehensive financial planning or do you perform elements of it?
Referenced Article: https://myfinancialcoach.com/portfolio/aapl-seven-things-to-know-before-hiring-a-financial-planner/
We will be answering these questions:
Does it concern you when a client brings a list of initial questions?
LIST OF QUESTIONS:
How are you compensated?
Do you have any minimums or quotas that you have to meet?
What licenses, registrations and/or designations do you hold?
Are you a fiduciary in all transactions?
Can you review your U4 or any other relevant disciplinary history with me?
Do you provide comprehensive financial planning or do you perform elements of it?
Referenced Article: https://myfinancialcoach.com/portfolio/aapl-seven-things-to-know-before-hiring-a-financial-planner/
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In God we trust