The hardest part of working with a financial advisor is sometimes knowing what to say when you sit down across the table or on a Zoom call. Most people worry they’ll ask the “wrong” question or that ...

Discover the essential questions every financial advisor should ask clients to build trust, understand needs, and deliver tailored financial guidance effectively.

Amid concerns over market turmoil and questions about what it means for your money, many experts say now is a good time to talk with your financial advisor. But what if you don't have one? How do you ...

A seasoned expert with years of coaching has shared essential questions that reveal much about a financial advisor’s abilities and integrity. The discussion focused on the critical points any investor ...

According to Cerulli’s U.S. Advisor Metrics 2023, asset under management (AUM) per advisor decreased year-over-year by 12.9%, marking the first year-over-year decrease since 2018. In addition, 55% of ...

Choosing the right financial advisor can feel overwhelming. The industry is filled with jargon and various credentials. It can be challenging to understand financial professionals’ actual areas of ...

If your financial advisor doesn’t ask these key questions in your first meeting, it may be time to walk away. Here’s what to ...

The best financial advisors can help you stick to a long-term investing plan that fits your needs. The worst advisors are more likely to put you in investments that line their own pockets and may not ...