There are many questions to ask a potential – or current – financial advisor. They include:
- How do you work and what’s your focus?
- Are you a CFP (Certified Financial Planner)?
- Who do you typically work with?
- How many clients do you serve?
- How are you paid?
- Do you have a succession plan?
- Who supervises you?
In today’s episode, Amy Walls and Jon Gay look at each of these questions and help you understand what the answers will mean.
To get in touch with Amy and her team at Thimbleberry Financial, call 503-610-6510 or visit thimbleberryfinancial.com. The ThimbleberryU Podcast is produced by JAG Podcast Productions – https://jagpodcastproductions.com/
