Barry Dunaway, CFA
New, Free Guide for Investors
We’ve published a new, free guide for investors, “10 Better Questions to Ask Your Financial Planner in Omaha.”
If you’re looking for a financial planner/advisor in Omaha, you may be wondering what questions to ask.
It’s easy to find lists of suggested questions online, but there’s a problem.
Financial planners and advisors know what questions you’re going to ask them. They have well-rehearsed answers that may sidestep important details. That means you may not get the insights you really need.
For that, you need better questions. Here are a few:
- Will the planner outsource management of your assets or do they do that work in-house?
- Can the advisor judge when assets are overpriced?
- Do you understand the total cost of your relationship with the advisor?
- Will you work with the advisor you’re talking to, or will you be assigned to a junior member of the group?
We also explain how to check the background of an advisor, how to find a Certified Financial PlannerTM
professional, and what questions to ask a planner after you’ve been working with them.