Questions to Ask a Financial Professional

Making Money Fun

Jul 15 2016 • 58 mins

You wouldn’t hire a new employee without interviewing them but all too often I hear stories about people who hired a financial professional before asking them questions like What’s your investment style? How do you get paid? What’s your educational background? If they can’t answer these (and other) questions, they may not be the right person for you. In this episode, I will answer the most common questions that you should ask before hiring a financial professional.