It’s time to interview your new financial advisor. 

What questions do you ask, and how do you know they’re the right fit for you?

Ryan Poterack and Alec Quaid discuss the critical role of personal values in financial planning, emphasizing a holistic approach to retirement that includes lifestyle goals alongside financial strategies. 

They highlight the importance of vetting wealth managers, understanding their compensation structure, and ensuring they act as fiduciaries. The conversation also covers the benefits of boutique firms, the necessity of data security, and staying updated with industry advancements. 

Discussion points include: 

• The questions you should ask your potential financial advisor
  
• The difference between fee-based vs. commission-based advisor
  
• Red flags in financial advisors
  
• Understanding fiduciary standard and how this approach puts YOU first
  
• And more
  

Resources:

• “Making it Count: Life Isn’t Lived On a Spreadsheet” by Ryan Poterack
  

Connect with Ryan Poterack: 

• LinkedIn: Ryan Poterack
  

Connect with Poterack Capital Advisory: 

• Poterack Capital Advisory
  
• Meet the team at Poterack Capital Advisory
  
• LinkedIn: Poterack Capital Advisory
  

• Facebook: Poterack Capital Advisory
  
• X (formerly Twitter): Poterack Capital Advisory
  
• 704-366-5776 
  

Connect with Alec Quaid, CFP®

• LinkedIn: Alec Quaid, CFP®
  

About our Guest: 

Alec is a Certified Financial Planner Professional who is dedicated to serving people through the platform of financial planning. He takes great pride in helping people accomplish their goals and enjoys helping his clients gain confidence in their financial futures. He is very passionate about educating consumers on the key things to look for in an advisor and also the things that should be cause for concern. Alec has been featured in multiple national publications such as the Wall Street Journal, Forbes, InvestmentNews, and MarketWatch. He serves with multiple organizations including at his local church, Board Member with the Colorado Financial Planning Association, Committee Chair at the Aurora Chamber of Commerce, and as a member and speaker with the nonprofit RoadMap for Aging.