Broker Check

How to Choose Your Financial Advisor

Video 1: Research

Researching a Financial Advisor beforehand is a very important piece when you are creating your financial plan, investments, and future. In this video, I go over one of my recommendations by starting off with research. 

Video 2: How do they work?

When choosing a Financial Advisor, keep these two questions in mind:

  1. How does the Financial Advisor work?
  2. What am I looking for?

In this video, I go over the different ways advisors work and how to get clear on your financial goals. 

Video 3: Questions to ask

Choosing a Financial Advisor can be a stressful activity if you don’t know what to ask. In this video, I go over a few questions to consider asking your financial advisor while interviewing them. 


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