How to Choose a Financial Advisor

Join our weekly #CreditChat on Twitter & Blab every Wednesday at 3 p.m. ET. This week, we discussed important things to look for in a financial advisor. The panel included: Raghav Sharma Founder of GuideVine.comRod Griffin– Director of Public Education at Experian and Mike Delgado– Social Media Community Manager at Experian.

Listen to the discussion on Blab.

Have you ever talked with a financial advisor? Let us know.

If you have ideas for future topics and guests, please tweet @Teena_LaRo.

Questions We Discussed:

  • Q1: Have you ever seen a financial advisor? If not, why?
  • Q2: When do you think someone should see a financial advisor?
  • Q3: What questions should you ask when choosing a financial advisor?
  • Q4: What types of qualifications and experience should an advisor have?
  • Q5: How can you determine how compatible this financial advisor will be with you?
  • Q6: What the difference between a financial advisor and a financial planner?
  • Q7: What are red flags to watch out for when meeting a financial advisor?
  • Q8: How are financial advisers compensated for providing services to you?
  • Q9:  How often does a person need to see a financial adviser?
  • Q10: Any final tips for those looking for a financial advisor?

Here’s a behind-the-scenes look of our chat on Periscope:

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