Wealth of Insight

Wealth of Insight


Questions You Should Be Asking Your Financial Advisor (Ep.10)

July 05, 2022

How can you ensure that you have found the right financial advisor to fit your needs?


In this episode, Austyn Whittenburg explains what questions he thinks you should be asking your financial advisor. He also highlights why it is important to understand the value they are bringing with their advice to have a successful relationship with your advisor.


Austyn discusses:


  • The best questions to ask to get to know your financial advisor
  • Why it is important to know your financial advisor
  • What a financial advisor looks for in you
  • Why you can end up leaving your advisors for a new one
  • And more

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