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7 Essential Questions to Ask a Financial Advisor

7 Essential Questions to Ask a Financial Advisor

Update: 2019-08-13
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It’s important to ask the right questions before partnering with an advisor.  On this episode, we answer all 7 of the "Interview Questions" recommended by Dave Ramsey and Chris Hogan:



  1. What do you love about your job?

  2. What services do you provide clients?

  3. What is your investment philosophy?

  4. How will we communicate about my investments?

  5. How do you get paid?

  6. How will you measure and evaluate my investment performance?

  7. Can you tell me why the last two clients you lost stopped working with you?

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7 Essential Questions to Ask a Financial Advisor

7 Essential Questions to Ask a Financial Advisor

Barko Financial