10 Questions to ask any Advisor

These cheeky questions should help you decide whether to listen to their opinions or not.

1. Have they ever run a business or been responsible for a large operation.
2. Where do they invest their personal funds.
3. Are they personally wealthy.
4. How are they making their money.
5. What is their track record over 3-5-10years.
6. How long have they held their personal investments.
7. Have they ever lost money for a client, if so, how often
8. How many clients do they have
9. How do they attract new clients
10. What’s their goal for retirement and when.

These questions should help you determine if your advisor is worth listening to and investing with. Experience, transparency, and personal service, should all be considered before trusting any advisor with your hard-earned money.

Rick Barbosa.