Finding a financial advisor should be treated like a job interview, especially when searching for a Christian financial advisor. You probably don’t want just any investment advisor handling your money, which is essentially your future. In order to try and find the best financial advisor for you and your situation, Bob and Shawn have put together 21 questions that they believe you should ask a financial advisor. This includes questions like:
– What is your educational background?
– What kind of safeguards do you have in place to protect my financial information?
– What if something happened to you, or you were out on vacation or sick leave, who would serve me?
All of these and more are addressed in this episode so that you can be as confident as possible in your future when it comes to choosing a financial advisor.