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.

Be sure to stay tuned for the end of the episode, where Frank shares one thing that makes his day better. For this week’s listener question, Jenny asks for advice on whether to prioritize saving more for retirement or use her recent raise to pay extra on her mortgage. 

Here’s some of what we discuss in this episode:

0:00 – Intro

3:11 – How do you get paid?

4:31 – Typical client

6:33 – Investment philosophy

9:16 – Strengths and specialties

11:01 – Communication style

13:18 – Educational resources

14:29 – Emergency procedures

16:11 – Who will I work with?

19:53 – Getting to know Frank

23:48 – Listener question