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The Investment Advisors – Episode 21 – 5 Questions to ask your financial advisor
Update: 2017-07-17
Description
Brad Roth, Max Knape, & Sam Frymier discuss the Fed and the bond market. They touch on inflation and world bond prices. A short episode this week, they go over key questions to ask a financial advisor.
- How do you get paid?
- Are you a Fiduciary, any disciplinary actions?
- Who is your client base?
- What credentials do they hold?
- Do they proactively talk to their clients?
We urge all of you to send podcast guests that you’d like to hear, or any investing questions you’d like to have answered, to brad@kattanferretti.com.
Enjoy episode 20 of The Investment Advisors.
Disclaimer: This information is for educational purposes only and should not be construed as investment advice. Please refer to our full Disclaimer for more information
The post The Investment Advisors – Episode 21 – 5 Questions to ask your financial advisor appeared first on Kattan Ferretti Financial L.P..
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