Modern Money - How To Choose The Right Financial Advisor
Failed to add items
Sorry, we are unable to add the item because your shopping basket is already at capacity.
Add to cart failed.
Please try again later
Add to wishlist failed.
Please try again later
Remove from wishlist failed.
Please try again later
Follow podcast failed
Unfollow podcast failed
Modern Money - How To Choose The Right Financial Advisor
-
Narrated by:
-
Written by:
About this listen
Are there different types of advisors to choose from?
Should you ask about their experience level?
How can you make it easier to compare advisors and how many should you talk to?
Questions to ask a perspective advisor:
How would you describe your typical client?
How long have you worked in financial services and what brought you to the industry?
How do you get paid?
How often and through which channels can I expect to hear from you?
Have you ever been cited or contributed to the financial media?
Are you an author on this subject?
Are you a fiduciary?
Podcast listeners can contact Peter Bombara at PCB Financial for an evaluation of their portfolio.
Call: 732-634-3620
Or visit online at www.PCBFinancial.com
No reviews yet