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Dollars & Sense: Interview Questions for a Financial Advisor

Dollars & Sense: Interview Questions for a Financial Advisor

June 29, 2023

More and more people are ready to begin financial planning and have reached out to our team to see if we’re the right fit. We always enjoy a good interview session and thought it would be fun to share with you some of the questions that are being asked of us and then share how we answer them. By the end of this podcast, you might think Freedman Financial is the right firm for you – we sure hope you do!

Tune in to this week’s episode of Dollars & Sense as Marc and Marion talk about important questions you should ask a financial advisor during your consultation in a language you can understand.

A full complement of Dollars & Sense broadcasts found here.

During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations.

Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC.

Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.

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