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The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management
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The Questions You MUST Ask Your Financial Advisor
Manage episode 398639527 series 3512330
Konten disediakan oleh Frank Oliver. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Frank Oliver atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
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.
Here’s some of what we discuss in this episode:
0:00 – Intro
3:11 – How do you get paid?
4:31 – Typical client
6:33 – Investment philosophy
9:16 – Strengths and specialties
11:01 – Communication style
13:18 – Educational resources
14:29 – Emergency procedures
16:11 – Who will I work with?
19:53 – Getting to know Frank
23:48 – Listener question
It’s T.I.M.E for a plan! Schedule a free session here: https://calendly.com/oliverassetmanagement/schedule-a-meeting-with-frank-oliver?month=2023-09
Learn more about the T.I.M.E process: https://www.oliverassetmanagement.com/time
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