Best Question to ask a Financial Advisor in 2023 is…
Financial Awareness Financial Awareness
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 Published On Jun 23, 2023

In my opinion, the best question to ask a financial advisor is not just a single question, but rather a discussion between you & them about the topics I discuss in this video as well as my previous one here:    • Best Questions to ask a Financial Adv...  

Knowing what YOU (the client) want out of working with a Financial Advisor is the first question you should ask...to yourself. Once you have a better idea of what you want/need, then you can begin to ask yourself HOW does your Financial Advisor get paid? However, knowing their compensation is good - no doubt - but there are some valuable benefits to your financial advisor being able to communicate with you & their client base over social media. There are many compliance hurdles to this that I am not equipped to answer, but in my opinion, many people do not need a Financial Advisor & more importantly what they need is to change their financial behaviors and that starts with knowing that and surrounding yourself with others that will hold you accountable to accomplish your financial goals...and that accountability can be found on social media.

Hope you found a nugget or two in this one. Cheers!
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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.

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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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