The Questions You Must Ask Your Financial Advisor
Spiros Vassilakos · CEO & Private Wealth Advisor
Have you ever wondered what questions to ask your financial advisor, or why those questions are crucial? In today’s episode, we’re tackling exactly that. We’re discussing the vital questions that bring transparency and depth to your financial advisory relationship.
It’s about getting clarity on how advisors work, what they specialize in, and how they align with your financial goals. These are the questions you MUST ask your financial advisor. We explain why each of these items is important for identifying an advisor that will be a good fit and explain how we answer these questions from the people we meet with.
Here’s what we discuss in this episode:
- 00:00
- Introduction and Importance of Asking the Right Questions
- 01:19
- How Do You Get Paid?
- 03:59
- Investment Philosophy
- 05:03
- Advisor’s Strengths and Specialties
- 06:59
- Establishing Communication Expectations
- 07:32
- Working with the Advisor or Their Team
- 09:16
- Educational Resources and Workshops
- 13:00
- Emergency Situations and Succession Planning
- 14:04
- Initial Meeting Process
If you have any questions about what we discussed today, please reach out and we’d be happy to set up a time to talk.
This piece is adapted from The Audible Advisor, hosted by Spiros Vassilakos. It is educational in nature and is not individualized investment, tax, or legal advice.
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