How to Choose the Right Financial Advisor: Essential Questions (Ep. 11)

How to Choose the Right Financial Advisor: Essential Questions (Ep. 11)

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What questions should you ask before entrusting your finances to an advisor? 

Dive into this episode where Nicholas St. George uncovers the essentials to choosing the perfect financial partner. Whether you’re a hotshot business owner or just getting started in the financial game, these insights will keep you on the straight and narrow.

Nick breaks it down with humor and honesty, so you don’t end up with regrets.

This installment of Un Eff Your Finances highlights:

  • (04:36) What is a fiduciary? 
  • (06:05) How advisors get paid and why it matters 
  • (11:09) Why knowing your advisor’s qualifications upfront saves headaches 
  • (12:06) The real deal on financial planning licenses 
  • (15:14) A philosophy that stands the test of financial time 

Connect with Nicholas St. George:

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Nicholas St George, CFP®, CRPC®, CPFA Direct 828-481-8836

www.stgeorgewealth.com

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. For hyperlinks to FINRA and SIPC, please refer to links section.

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

SIPC https://www.sipc.org/

FINRA https://www.finra.org/#/

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