Ramp Up to Retirement
The Financial Interview: Key Questions for Your Advisor
Key Takeaways
- The significance of open and honest communication between clients and financial advisors
- The nuances of a financial advisor's fiduciary duty and how to verify their commitment to your best interests
- Professional designations like CFP and why they matter
- Key indicators that may help you identify if an advisor is right for you
- The various compensation models employed by financial advisors
- Insights into the ongoing client-advisor relationship and the importance of regular communication and transparency
Show Notes
Making sound financial decisions requires a solid foundation. One of the pillars of that foundation is choosing the right financial advisor.
Selecting the ideal advisor for your unique financial goals and philosophies can change your financial future in the best way possible.
But how can we know who is the correct one? What questions can we ask?
In this episode, Dan Reese provides insights into the questions clients can ask, both before and after partnering with a financial advisor, as open and honest communication is one of the key fundamentals when establishing a fruitful and lasting relationship.
Resources
Try our Avery Wealth Retirement Readiness Quiz today!
About the Podcast
You’re nearing your Ramp Up to Retirement, where work will be optional. How do you make the best decisions to set yourself up for success? Tune in to hear from Dan Reese CFP®, Founder, Senior Wealth Advisor at Avery Wealth about the decisions and subtle changes you can make to ensure your retirement is successful!
As you approach life’s next chapter, we’re here to guide you through the intricacies of financial planning. We’ll help you stay focused on what truly matters as you navigate your retirement journey, overcome financial challenges, and leave a lasting legacy.