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The Questions You Must Ask Your Financial Advisor

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Manage episode 396079996 series 3469417
Content provided by Scott Searles. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Searles or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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.

Show Notes & Info:

Schedule A Call With Scott: talkwithscott.net

Tax-Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/

  continue reading

132 episodes

Artwork
iconShare
 
Manage episode 396079996 series 3469417
Content provided by Scott Searles. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Searles or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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.

Show Notes & Info:

Schedule A Call With Scott: talkwithscott.net

Tax-Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/

  continue reading

132 episodes

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