You should never be reluctant or afraid to ask questions when working with your financial professional!
In fact, there are certain questions you SHOULD be asking your advisor.
In this episode, David Pulcini takes you through questions you should be asking your financial professional so that you can feel confident in your client-advisor relationship as you work together towards a brighter financial future.
In this episode, you will learn:
- Why you should ask your advisor how long they’ve been working
- How often you should be communicating with your advisor
- Why you should know what will happen with your accounts if something were to happen to your financial professional
- The importance of knowing how your advisor is paid
- And more!
Tune in today to find out what questions you should be asking your financial professional!
Securities offered through American Portfolios Financial Services, Inc.(APFS) Member FINRA /SIPC. Investment Advisory Services offered through American Portfolios Advisors, Inc. (APA)an SEC Registered Investment Advisor. Six Point Financial is not affiliated with APFS and APA.This material is for informational purposes only. Neither APFS nor its Representatives provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional before making any decisions.