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.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?

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

View the Complete #CreditChat on Storify:

Join our #CreditChat every Wednesday at 3p.m. ET on Twitter and Blab.im.

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