Beyond Budgets Podcast6 Feb 2025

10 Key Questions to Ask When Hiring a Financial Advisor

Choosing a financial advisor is a big decision that can shape your family's financial future. In this episode of Beyond Budgets, Deb Meyer breaks down how to evaluate advisors and find the right fit for your unique goals and values. Whether you're new to financial planning or transitioning to another advisor, this episode equips you with the knowledge and confidence to make an informed choice.

🔑 What you'll learn in this episode:

10 essential questions to ask during your search for a financial advisor.
The difference between fee-only, fee-based, and commission-based advisors—and what it means for you.
How can the fiduciary standard impact the advice you receive?
Key distinctions between financial coaches and advisors—and how to decide which you need.
The importance of aligning an advisor's approach with your family's values.

🎯 Key takeaways:

Trust and transparency are critical—learn how to assess an advisor's qualifications, ethics, and experience.
Understanding compensation structures can help you avoid conflicts of interest.
Your relationship with an advisor is personal—find someone who fits your communication style, preferences, and values.

Listen in to learn more:

(01:06) Things to Know When Hiring a Financial Advisor
(05:59) Advisors' Conflict of Interest Risk
(11:00) Ideal Client Niche Focus Discussion
(18:39) Faith-Based Investing and Self-Improvement
(24:57) Establishing Long-Term Advisor Compatibility

Resources

Find a CFP® Professional: https://www.letsmakeaplan.org/ NAPFA (fiduciary, fee-only advisors): https://www.napfa.org/ XY Planning Network: https://advice.xyplanningnetwork.com/ Sara Grillo's directory: https://saragrillo.com/2022/03/14/flat-fee-financial-advisors/ Related article "10 Questions to Ask When Hiring a Financial Advisor": https://www.worthynest.com/all-posts/questions-when-hiring-a-financial-advisor

Connect with Deb Meyer

Schedule an Initial Call

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Website

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