Friday, February 17, 2023

5 Questions to Ask a Financial Advisor

In this video, John Bowens, Director, Head of Education and Investor Success at Equity Trust Company, reviews the five questions every investor should ask their Financial Advisor/Prospective Financial Advisor. You should not feel overwhelmed with the process of managing your IRA’s, 401ks, and other savings accounts. Many Americans do feel stressed with this process, here are the questions you need answered to in order to manage your saving accounts properly. Click below to start a conversation with an IRA Counselor to discover the power of a self-directed account: https://www.trustetc.com/lp/consultation/?utm_source=youtube&utm_medium=social&utm_campaign=considertion_education&utm_term=5_questions_for_fa 0:00 Intro 1:05 Question 1: What do you do as an economic advisor during times of economic despair? 4:24 Question 2: What financial products does your financial advisor offer/can sell to you? 6:10 Question 3: What competencies do you have as a financial advisor with respect to retirement savings accounts? 9:37 Question 4: What qualifications do you have? 11:10 Question 5: How are you compensated? Equity Trust Company is a directed custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust is for educational purposes only, and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional.