Best Questions to ask a Financial Advisor in 2023
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4 سال پیش
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Questions to ask a Financial
Questions to ask a Financial Advisor 2023. {Hey, I recently started a Financial Vlog - would like to invite you to follow along if interested: Escape the Rat Race & Automate (Finan... - Kyle}
Hope you enjoy the video and find a nugget or two of information to help you on your financial planning journey.
—————
Call if you WANT TO ASK ME A QUESTION...
➡️ https://bit.ly/KSchollCoaching
—————
MY WEBSITE
➡️ https://www.kscholl.com
—————
Support the channel - random referral links:
➡️ BLENDERS SUNGLASSES: Get $20 off your order of $50 or more: http://rwrd.io/dhqkw4a
➡️ Nice & affordable WATCH STRAPS from StrapsCo: https://strapsco.com/?ref=161
➡️ My MAGNETIC COLLAR STAYS on Amazon: https://amzn.to/3q70ZPE
➡️ Hey! I'm using SoFi INVEST 📊 to buy and sell stocks (and pieces of stocks) with ZERO fees. Open an Active Investing account with $100 or more and you'll get $25 in stock. Use my link: https://www.sofi.com/invite/invest?gc...
➡️ STUDENT LOAN REFINANCE WITH SoFi: https://www.sofi.com/invite/student-l...
➡️ 50% OFF QuickBooks Online Subscription for first 6 months: https://refer.quickbooks.ca/s/kylescholl
—————
➡️ Share this video with a friend: Best Questions to ask a Financial Adv...
➡️ Subscribe for more videos: @financial_awareness
—————
OTHER VIDEOS YOU MAY LIKE
➡️ 10 Self Employed Tax Write-Offs: 10 Self Employed Tax Deductions and C...
➡️ Backdoor Roth IRA Conversion EXPLAINED: Backdoor Roth IRA EXPLAINED (how to d...
➡️ Roth IRA Conversions EXPLAINED: Roth IRA Conversion EXPLAINED (Roth C...
➡️ 2021 Tax Brackets & Retirement Limits: 2021 Tax Brackets // 2021 Retirement ...
➡️ 2020 Retirement Account Limits: 2020 Retirement Account Limits // Ret...
➡️ Tax Rates: Marginal vs Effective Tax Rates: Effective Tax Rate vs Marginal Tax Ra...
➡️ Tax Bracket Management: Tax Bracket Management // How to Mana...
➡️ 401(k) - Roth 401k vs Pre-Tax 401k: Roth 401k vs 401k // Roth 401k Explained
➡️ 401(k) - How Aggressive Should it be: How Aggressive Should My 401k be? (A...
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Timestamps / Chapters:
0:00 - Intro
1:06 - What Questions Should I Ask?
1:50 - #1 How do you get paid?
4:32 - #2 Are you a Fiduciary?
6:08 - #3 What are my all-in costs?
8:03 - #4 What services do you provide?
9:52 - #5 What are your qualifications?
12:44 - #6 Why are you a Financial Advisor?
13:29 - #7 How will our relationship work?
14:40 - #8 How often will we communicate?
16:15 - #9 Why did your last two clients leave you?
17:36 - #10 - What happens when we stop working together?
ABOUT ME 👇
I've been involved in people's financial decisions for 15+ years (7 yrs Real Estate experience & 8+ yrs as a former Financial Advisor)...I now bring the financial successes, mistakes, failures, and best financial habits/tips to you through these videos.
My mission is to bring Financial Awareness to the forefront of your daily decisions so you can: improve your quality of life, increase your net worth, and grow upon your financial literacy. My videos are a reflection of my real-world experience as a real estate investor, stock market investor, student of finance, entrepreneur, and of course...my experience as a Former Financial Advisor.
This channel allows me to share my passion for personal finance, stock market investing, real estate investing, and entrepreneurship. I produce content that I would want to watch, and because of that, I give 100% effort in every video that I make. I also believe in complete transparency and open communication with my audience.
Subscribe if you are interested in:
#SelfEmployed
#1099Income
#FinancialPlanning
DISCLAIMER: I am not a financial adviser or a certified public accountant. These videos are for educational purposes only. Investing of any kind involves risk. While it is possible to minimize risk, your investments are solely your responsibility. It is imperative that you conduct your own research. I am merely sharing my opinion with no guarantee of gains or losses on investments.
AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, I may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion.
Hope you enjoy the video and find a nugget or two of information to help you on your financial planning journey.
—————
Call if you WANT TO ASK ME A QUESTION...
➡️ https://bit.ly/KSchollCoaching
—————
MY WEBSITE
➡️ https://www.kscholl.com
—————
Support the channel - random referral links:
➡️ BLENDERS SUNGLASSES: Get $20 off your order of $50 or more: http://rwrd.io/dhqkw4a
➡️ Nice & affordable WATCH STRAPS from StrapsCo: https://strapsco.com/?ref=161
➡️ My MAGNETIC COLLAR STAYS on Amazon: https://amzn.to/3q70ZPE
➡️ Hey! I'm using SoFi INVEST 📊 to buy and sell stocks (and pieces of stocks) with ZERO fees. Open an Active Investing account with $100 or more and you'll get $25 in stock. Use my link: https://www.sofi.com/invite/invest?gc...
➡️ STUDENT LOAN REFINANCE WITH SoFi: https://www.sofi.com/invite/student-l...
➡️ 50% OFF QuickBooks Online Subscription for first 6 months: https://refer.quickbooks.ca/s/kylescholl
—————
➡️ Share this video with a friend: Best Questions to ask a Financial Adv...
➡️ Subscribe for more videos: @financial_awareness
—————
OTHER VIDEOS YOU MAY LIKE
➡️ 10 Self Employed Tax Write-Offs: 10 Self Employed Tax Deductions and C...
➡️ Backdoor Roth IRA Conversion EXPLAINED: Backdoor Roth IRA EXPLAINED (how to d...
➡️ Roth IRA Conversions EXPLAINED: Roth IRA Conversion EXPLAINED (Roth C...
➡️ 2021 Tax Brackets & Retirement Limits: 2021 Tax Brackets // 2021 Retirement ...
➡️ 2020 Retirement Account Limits: 2020 Retirement Account Limits // Ret...
➡️ Tax Rates: Marginal vs Effective Tax Rates: Effective Tax Rate vs Marginal Tax Ra...
➡️ Tax Bracket Management: Tax Bracket Management // How to Mana...
➡️ 401(k) - Roth 401k vs Pre-Tax 401k: Roth 401k vs 401k // Roth 401k Explained
➡️ 401(k) - How Aggressive Should it be: How Aggressive Should My 401k be? (A...
—————
Timestamps / Chapters:
0:00 - Intro
1:06 - What Questions Should I Ask?
1:50 - #1 How do you get paid?
4:32 - #2 Are you a Fiduciary?
6:08 - #3 What are my all-in costs?
8:03 - #4 What services do you provide?
9:52 - #5 What are your qualifications?
12:44 - #6 Why are you a Financial Advisor?
13:29 - #7 How will our relationship work?
14:40 - #8 How often will we communicate?
16:15 - #9 Why did your last two clients leave you?
17:36 - #10 - What happens when we stop working together?
ABOUT ME 👇
I've been involved in people's financial decisions for 15+ years (7 yrs Real Estate experience & 8+ yrs as a former Financial Advisor)...I now bring the financial successes, mistakes, failures, and best financial habits/tips to you through these videos.
My mission is to bring Financial Awareness to the forefront of your daily decisions so you can: improve your quality of life, increase your net worth, and grow upon your financial literacy. My videos are a reflection of my real-world experience as a real estate investor, stock market investor, student of finance, entrepreneur, and of course...my experience as a Former Financial Advisor.
This channel allows me to share my passion for personal finance, stock market investing, real estate investing, and entrepreneurship. I produce content that I would want to watch, and because of that, I give 100% effort in every video that I make. I also believe in complete transparency and open communication with my audience.
Subscribe if you are interested in:
#SelfEmployed
#1099Income
#FinancialPlanning
DISCLAIMER: I am not a financial adviser or a certified public accountant. These videos are for educational purposes only. Investing of any kind involves risk. While it is possible to minimize risk, your investments are solely your responsibility. It is imperative that you conduct your own research. I am merely sharing my opinion with no guarantee of gains or losses on investments.
AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, I may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion.
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