5 Questions You Should Ask Your Financial Advisor

26/09/2025 29 min
5 Questions You Should Ask Your Financial Advisor

Listen "5 Questions You Should Ask Your Financial Advisor"

Episode Synopsis

Choosing the right financial advisor can have a big impact on your future—but how do you know what to ask? In this episode of The Live Greater View, we walk through five key questions everyone should ask to make sure they’re getting advice that truly supports their goals.These questions can help you feel more confident, understand how your advisor works, and know exactly what you’re paying for.In this episode, we discuss:The most important questions to ask before hiring (or continuing with) a financial advisorHow to clarify what services are included in your relationshipWhat to look for in fees and compensationHow to evaluate an advisor’s experience and planning processWays to make sure your plan aligns with your long-term goalsWhy this matters:Asking the right questions helps you make informed decisions and build a strong, trusting relationship with your advisor.