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🍽️ Trust but verify
15 questions you should ask any financial advisor before hiring
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Happy Monday. Let’s get to it.
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Money Topic In Focus
Questions To Ask Any Financial Advisor
🚀 What’s happening: Making sound financial decisions is crucial for your financial well-being.
Whether you're planning for retirement, saving for your child's education, or looking to invest wisely, a financial advisor can provide valuable guidance.
However, not all financial advisors are created equal, and choosing the right one is essential.
This week we'll explore why you may or may not need a financial advisor, and then provide you with 15 key questions to ask when considering hiring one.
Dinner Discussion âť“
Do you currently have a financial advisor for your family? |
See last week’s poll results below.
đź“ś Quote Of The Week
“Having one child makes you a parent; having two or more makes you a referee.”
-David Frost
Dinner Discussion âť“
Last week’s question: Would you trust a robo-advisor to manage your money over a human?
Results: About 60% of you said no and we can’t blame you. To us, there is something reassuring about being able to talk to a human about your money vs. relying on a robot. However, others may have a different opinion and we respect that which is why we talked last week about a few we liked.
How'd we do this week? |
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