David Adefeso Reveals Ten Questions To Ask Before Hiring A Financial Advisor
David Adefeso revealed ten questions that should be asked before someone hires a financial advisor. Check out his message here.
‘In my 18 years as a top, award-winning financial advisor to the wealthy, I am stunned at how many clients walk into my office completely unprepared to hire or engage with a financial advisor,’ he began his message.
He also said: ‘For probably the rest of your life, this person will be your counselor, guide, coach, and at times, therapist. He or she will help you through some of the most important decisions you will ever make, like paying for your child’s college educating, planning your future, securing your retirement, and protecting you and your family in case of an unforeseen event or accident.’
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David also posted the following: ‘At best you will be unable to fully take advantage of the numerous valuable talents of a great advisor. And at worst, you become sitting duck in the hands of an unscrupulous fella that’s really only concerned about generating large commissions.’
‘So, whether you currently have a financial advisor or expect to hire one sometime in your near or far future, you really need to listen to this. It could save you lots or money and a few headaches. Click on the link in my bio for the full episode,’ David said.
Someone said: ‘David you are looking deliciously fine,’ and a commenter posted this: ‘Love this. Thanks for all your great advice. I will certainly use this in my search for a financial advisor, which is about to start!’