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How to Pick a Financial Advisor

How do you pick a financial advisor? If you're the type of person that simply Googles, "Financial Advisor Near Me" then this video is for you. As a Certified Financial Planner, I'm going to show you how to pick a financial advisor. Financial advisor can be a pretty broad term and it can be hard to know what services a financial advisor provides. There are financial advisors, financial planners, investment managers and wealth managers. These various titles don't provide much clarity either. Here are some items to consider when evaluating how to pick a financial advisor: 00:00 Determine what you're looking for. What do you need help with? 00:57 Understand the service range of financial advisor: Insurance agent to wealth manager 01:55 Find out if the financial advisor has a specialty 02:39 Get to know what questions to as a financial advisors 02:50 Understand how advisors get paid 05:14 How do they pick their investments? 05:58 What licenses do they have? 07:20 How do they measure success/are you on track? 07:40 How will we work together? 08:14 What are some red flags to watch out for when choosing a financial advisor? 09:40 How can you use a special tool to run a background check on financial advisors? Hopefully, this video will give you the background info you'll need to know how to pick a financial advisor. Get your copy of Just Retire Already: https://www.justretirealready.com/ Click here for a downloadable retirement readiness checklist: https://mygfpartner.com/derek-free-re... Start a Financial Plan: https://app.rightcapital.com/account/... Check out my website: https://mygfpartner.com/derek-mazzare... Any questions, please email me at dmazzarella@mygfpartner.com