In this episode of Money & Medicine we focus on the crucial questions to ask a financial advisor.   

You can consider this as a pressure test that your financial advisor or potential advisor has to pass in order to place your trust with them.  

This pressure test focus on questions such as: 

1) How are your advisor remunerated? 

2) What services do they offer? 

3) Are you independent or are you tied to specific service provider? 

4) What process do you follow? 

5) What is your professional background / credentials? 

6) Does the advisor have support staff?

DISCLAIMER: The content of this channel is based on factual information and is not constituted as financial advice to you.