How to Pick a Financial Advisor + 10 Questions to Ask Them

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On the 34th episode of the Retirement Explained show, I’m talking about how to pick a financial advisor and the ten questions to ask them.

Picking a financial advisor is a big decision and you should have a process when interviewing advisors. It’s a lot like dating and you want to make sure you have an idea who you’re dealing with before you hand them your life savings.

When it comes to picking a financial advisor, I cover the following:

  • Figure out if you need a financial advisor

  • Decide what services you need

  • Select which type of advisor you want

  • Get referrals from friends or the internet

  • Check the financial advisor's credentials

  • Interview multiple advisors

-Brian

Brian Rasmussen