Is My Financial Advisor doing a Good Job?
Unsure if your financial advisor is doing a good job? Here are five questions you should ask your financial advisor to gauge if they are meeting your needs.
Listen to This Episode
You can listen to the Spend Life Well Show in a couple of ways! The Spend Life Well Show is available anywhere you stream podcasts (Apple Podcasts, Google Podcasts, Spotify, etc.) and on YouTube.
Apple Podcasts & Spotify
Published weekly, the Spend Life Well Show can be found anywhere you stream podcasts. Below you will find links to "Is My Advisor doing a Good Job? 5 Questions to Ask When Evaluating Your Financial Advisor"
We upload every episode of the Spend Life Well Show onto YouTube so you can see the faces behind the show. Below you will find the "Is my Advisor doing a Good Job? 5 Questions to Ask When Evaluating Your Financial Advisor" video and a link to our YouTube channel.
Links and Resources
- ✍️Kingdom Advisors | https://kingdomadvisors.com
- ✍️CVF Upcoming Webinars | http://spendlifewell.com/events
More SLW Content You May Find Interesting:
- 👉9 Key Takeaways from the SECURE act 2.0
- 👉5 Ways You can Financially Prepare for the Future
- 👉 FINANCIAL PLANNING FOR MILLENNIALS: Steps Millennials Can Take Today to Prepare for the Future
Follow us on ClearVista's Social Media pages:
- INSTAGRAM | https://www.instagram.com/clearvistafinancial
- FACEBOOK | https://www.facebook.com/ClearVistaFinancial
- LINKEDIN | https://www.linkedin.com/company/clearvistafinancial
Are we the right fit? Let's find out.
We offer a no-obligation phone conversation with one of our financial professionals. During this phone call, we will get to know you, learn about your financial goals, and see if we're a good match.