Membership Preferred Partners 1-on-1 Coaching 5-Minute Financial Makeover Join Now! Login

5 questions to ask your advisors (have you asked these?)

advisors questions May 21, 2018

I was reading an article a few weeks ago that had to do with "what the best financial planners have in common".  In it, this article explained that there were 5 things that stood out most.

They included (in case you don't read the article for yourself):

1. They're fiduciaries.

2. They're transparent about costs.

3. They focus on motivating you.

4. They're clear about your relationship.

5. They shape a plan that meets your needs.

Nothing to argue about with these five things from me.

However, my question to you is this:

What questions should you be asking them?

Maybe you've wondered the same.

To me, this principle is so true in all of life:  If you want to get better answers, ask better questions!

That's what today's article is all about.  Helping you learn to ask better questions.

Questions for your Advisors

As Christians, our questions are (or ought to be) different than the average questions people ask their advisors.

Why?  Because our focus and our...

Continue Reading...

50% Complete

FREE resources are one click away!

Simply enter your name & email then....voila!  Download these free financial resources to hearts desire!  Choose from many options such as 15 Key Questions (to ask your advisors), Common Mistakes (what to avoid), The 6 C's (who is the right fit for you), The Christian Family Roadmap, and more!!