13 Questions to Ask Your Financial Advisor

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Show intro (00:27)

Addressing investors’ fears (2:01)

• Financial industry focused on creating FOMO for investors, trying to get investors to buy something they think they need, and recognizing if you are dealing with a salesperson
• Most financial advisors do not understand investing, knocking your advisor off-script, and story-based selling
• Defining what a fiduciary actually is, assuming your advisor is working in your best interests, buying financial products is not financial planning
• Identifying how quickly a sale is recommended, learning to interview your trusted professional, and asking great questions

13 questions to ask your financial advisor (16:28)

• Questions are in very plain language, and you want the answers in writing
• Understanding compensation structure, choosing investments, and identifying the investment process
• Not all investment advisors are bad, but it’s about finding the good ones and using this filter to make good decisions

**If you would like a copy of the 13 questions, please email Steve at scampbell@seedpg.com

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About Your Co-Hosts:

Travis Maus has been in financial services for over fifteen years. He is a Senior Wealth Manager and Chief Executive Officer at S.E.E.D. Planning Group.

Steve Campbell has over a decade of experience in the industry and serves as Chief Brand Officer at S.E.E.D. Planning Group.