You should never be reluctant or afraid to ask questions when working with your financial professional!
In fact, there are certain questions you SHOULD be asking your advisor.
In this episode, David Pulcini takes you through questions you should be asking your financial professional so that you can feel confident in your client-advisor relationship as you work together towards a brighter financial future.
In this episode, you will learn:
- Why you should ask your advisor how long they’ve been working
- How often you should be communicating with your advisor
- Why you should know what will happen with your accounts if something were to happen to your financial professional
- The importance of knowing how your advisor is paid
- And more!
Tune in today to find out what questions you should be asking your financial professional!
Resources: Connect with David on Linkedin | SixPoint Financial Partners | Questions for Advisors
Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services, Six Point Financial Partners, and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.
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