The Questions You MUST Ask Your Financial Advisor

The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management

Have you ever wondered what questions to ask your financial advisor, or why those questions are crucial? In today’s episode, we’re tackling exactly that. We're discussing the vital questions that bring transparency and depth to your financial advisory relationship.

It's about getting clarity on how advisors work, what they specialize in, and how they align with your financial goals. These are the questions you MUST ask your financial advisor.
Here’s some of what we discuss in this episode:

0:00 – Intro

3:11 – How do you get paid?

4:31 – Typical client

6:33 – Investment philosophy

9:16 – Strengths and specialties

11:01 – Communication style

13:18 – Educational resources

14:29 – Emergency procedures

16:11 – Who will I work with?

19:53 – Getting to know Frank

23:48 – Listener question
Learn more about the T.I.M.E™ process: https://www.oliverassetmanagement.com/time
Phone: [phone]
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It’s T.I.M.E for a plan! Schedule a no-cost session here: https://calendly.com/oliverassetmanagement/schedule-a-meeting-with-frank-oliver?month=2023-09
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