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: Founder of Raghav Sharma– GuideVine.com; Rod 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?
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