Artwork

Innehåll tillhandahållet av Spiros Vassilakos. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Spiros Vassilakos eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
Player FM - Podcast-app
Gå offline med appen Player FM !

The Questions You Must Ask Your Financial Advisor

16:52
 
Dela
 

Manage episode 416017713 series 3303227
Innehåll tillhandahållet av Spiros Vassilakos. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Spiros Vassilakos eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

Send us a Text Message.

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. We explain why each of these items is important for identifying an advisor that will be a good fit and explain how we answer these questions from the people we meet with.

Here’s what we discuss in this episode:

00:00 - Introduction and Importance of Asking the Right Questions

01:19 - How Do You Get Paid?

03:59 - Investment Philosophy

05:03 - Advisor's Strengths and Specialties

06:59 - Establishing Communication Expectations

07:32 - Working with the Advisor or Their Team

09:16 - Educational Resources and Workshops

13:00 - Emergency Situations and Succession Planning

14:04 - Initial Meeting Process
Have questions or want to get your financial plan started? Here's how to contact us:

Website: https://theaudibleadvisor.com/

Phone: (727) 754-8418

Email: svassilakos@athenianpcg.com

Watch the show on YouTube: https://bit.ly/3VmzCUx

  continue reading

29 episoder

Artwork
iconDela
 
Manage episode 416017713 series 3303227
Innehåll tillhandahållet av Spiros Vassilakos. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Spiros Vassilakos eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

Send us a Text Message.

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. We explain why each of these items is important for identifying an advisor that will be a good fit and explain how we answer these questions from the people we meet with.

Here’s what we discuss in this episode:

00:00 - Introduction and Importance of Asking the Right Questions

01:19 - How Do You Get Paid?

03:59 - Investment Philosophy

05:03 - Advisor's Strengths and Specialties

06:59 - Establishing Communication Expectations

07:32 - Working with the Advisor or Their Team

09:16 - Educational Resources and Workshops

13:00 - Emergency Situations and Succession Planning

14:04 - Initial Meeting Process
Have questions or want to get your financial plan started? Here's how to contact us:

Website: https://theaudibleadvisor.com/

Phone: (727) 754-8418

Email: svassilakos@athenianpcg.com

Watch the show on YouTube: https://bit.ly/3VmzCUx

  continue reading

29 episoder

Alla avsnitt

×
 
Loading …

Välkommen till Player FM

Player FM scannar webben för högkvalitativa podcasts för dig att njuta av nu direkt. Den är den bästa podcast-appen och den fungerar med Android, Iphone och webben. Bli medlem för att synka prenumerationer mellan enheter.

 

Snabbguide