Skip to main content
Created: March 18, 2019
Modified: June 15, 2023

Four Questions To Ask When Interviewing An Advisor

[3:49] – Are You Interviewing Your Advisor?

  • As you’re looking for an advisor, approach each candidate as an employer would a job prospect. After all, you’re interviewing them to discover whether they’re a good fit for your needs. You need to define the relationship and get to know them before agreeing to work with them.

[4:11] – Determine How Your Advisor Gets Paid.  

  • As you’re interviewing a potential advisor, or even your current advisor, it’s perfectly acceptable to ask them how they’re getting paid. Certain services require fees, and others generate commissions. Regardless, you need to know how much you’ll be charged for your advisor’s services.

[6:23]  – Who Is Your Advisor’s Ideal Client?

  • This is an important question to ask during the interviewing process. You want to find an advisor who primarily works with people like you, as they’ll be better suited to meet your needs.

[7:43] – What’s Your Advisor’s Specialty?

  • There are all sorts of doctors out there, and they each provide a unique type of service. Similarly, there are different types of advisors. Some might work specifically with business owners, while others might only focus on medical professionals. Your advisor’s specialty will help you determine whether they’re a good fit for you.

[8:45] – Ask Your Advisor Whether They’ll Be Working With YOU.

  • Some advisory firms have large teams, and while the principal advisor might be the face of the business, they usually have several advisors working under them. You need to know exactly who will be working with you each time you visit their office.

[13:28] – A Quick Game Of Trivia.

  • John quizzes Joel on how long the average human being spends waiting on a red light over the course of a lifetime.

[13:57] – June Asks Joel Whether She Should Move The Money In Her TSP. 

  • June is a federal employee, and she has a Thrift Savings Plan (TSP). She’s retiring next year, and she writes into the Mailbag asking Joel what to do with the money invested in that account.

[15:50] – A Question About Stock Market Growth.

  • Fred writes into the Mailbag. He wants to know whether we can expect two or three more years of stock market growth.

[18:35] – Rita Wants To Know Why She Needs An Advisor.

  • She’s 61 years old, and she’s never worked with an advisor before. She wants to know why she would need to start working with one now.

Information presented in our podcasts is considered current as of the created date. Over time, some information presented may become stale. We recommend you consult with your Financial Professional before making any changes based on information contained here.

Johnson Brunetti is a marketing name for the businesses of JB Capital and JN Financial.

Investment Advisory Services offered through JB Capital, LLC. Insurance Products offered through JN Financial, LLC.
The guarantees provided by any type of insurance contract are based on the claims-paying ability of the insurance company.

Resources by Topic

Subscribe to Our YouTube Channel

Share

Related Resources

  • Podcast Episode 405: Inside the Discovery Meeting

    Many people feel hesitant or intimidated about meeting with a financial advisor. They may worry about facing a high-pressure sales pitch or feel unprepared for the questions that could arise. At J…
  • How Does a Tax Return Work?

    As tax season concludes, it’s a good time to refresh your tax knowledge. In this week’s Money Wisdom Question Series, Ian Fergusson, RICP® discusses how filing your taxes works and why it’s essen…
  • Podcast Episode 404: Financial Goals You Shouldn’t Overlook

    When it comes to preparing for retirement, most people focus on the obvious goals of saving enough and building an emergency fund. But in this episode of Money Wisdom, Jake Doser, CFP®, CPWA® and …
  • Understanding Retirement Planning

    Planning for retirement isn’t just about saving – it’s about making smart financial decisions at every stage of life. A better understanding of the financial industry can help you avoid costly mis…
  • Podcast Episode 403: How to Approach Finances in a Second Marriage Later in Life

    Getting engaged later in life is an exciting time, but it requires different financial planning conversations. With blended families, different retirement timelines, and evolving goals, couples in…
  • Most Asked Social Security Questions

    It’s no question that Social Security plays a crucial role in retirement planning, helping to provide a stable income stream for millions of recipients. In this week’s Better Money Boston with …
  • Can I Get ‘Out’ of a Fixed-Rate Vehicle?

    When you lock into a fixed-rate vehicle like a CD, fixed annuity, or fixed-indexed annuity, you’re committed to a specific interest rate for a set period. But what happens when after a few years, …
  • Podcast Episode 402: How Often Should You Meet with Your Financial Advisor?

    A good relationship between a client and their financial advisor relies on clear communication and regular check-ins to ensure everything is on track. In this episode of the Money Wisdom podcast, …
  • Think Like the Rich

    As you enter retirement, your financial focus shifts from growing your wealth to preserving your assets and generating income. In this stage of life, adopting the mindset of the wealthy can go a l…
  • Leaving a Lasting Legacy

    Estate planning can be a difficult yet necessary conversation to have with your loved ones. Everything from the distribution of your assets to your wishes regarding end-of-life care is up for disc…
    Back to top
    Our Locations
    Johnson Brunetti
    Welcome to Our New Website!
    Everything was designed with you in mind, making our retirement planning resources more easily accessible to you.
    Check out your new resource center, where everything can be organized by article type or topic
    Are you ready to speak with a financial advisor?
    Skip to content