what questions should you ask your financial planner?
3208
['Are you a fiduciary? ... ', 'How do you get paid? ... ', 'What are my all-in costs? ... ', 'What are your qualifications? ... ', 'How will our relationship work? ... ', "What's your investment philosophy? ... ", 'What asset allocation will you use? ... ', 'What investment benchmarks do you use?']
974385
['What type of equipment do you use? ... ', 'How many photos can we expect to get? ... ', 'Are you insured? ... ', "What's your background and credentials? ... ", 'Where can I see your portfolio? ... ', 'What is your photographic style? ... ', 'What does your fee include? ... ', 'What is the turnaround time?']
942850
['What would you say makes the firm unique? ... ', 'Where do you see the firm in 5/10 years? ... ', 'What made you choose this firm? ... ', 'What do you think I should do to make my application stand out? ... ', 'How much do you earn? ... ', 'What is your work/life balance? ... ', 'What is the worst thing about the firm?']
233862
['What are my payment terms and are they negotiable? ... ', 'What will my total costs be? ... ', 'Can you give me a liability insurance certificate? ... ', 'Are you going to sell direct? ... ', 'Can I have a guaranteed sell-through? ... ', "What happens if materials don't arrive? ... ", 'What is my expected gross margin? ... ', 'Under what circumstance might prices change?']
846264
['How Is the Decision Going to Be Made? ... ', 'What Sort of Timeline Are We Talking About? ... ', 'What Are Your Biggest Challenges?']
546618
['What Are My Goals? How and what you budget depends on the short-term and long-term goals you set. ... ', 'How Much Do I Need to Save? ... ', 'What Are My Expenses? ... ', 'How Can I Include Unexpected Expenses? ... ', 'How Will I Stay on Track?']
129294
['How much money do you earn? ... ', 'Do you have any debts? ... ', 'What are your outgoings? ... ', 'How did you get your deposit together? ... ', 'Do you have any children? ... ', 'Have you ever taken out a payday loan? ... ', "What's your credit history like?"]
1341691
["What's your management philosophy? ... ", "What's your experience with strategic planning? ... ", 'Do you have any experience budgeting? ... ', 'Can you tell me about your hands-on experience with fundraising?']
73064
['“What is your finish line?” ... ', '“What have you learned in the last year that will inform this company in the next year?” ... ', "“What's the biggest vulnerability of the company?”"]
341820
The three questions concerning risk, return, and liquidity that you would ask a financial advisor before investing your savings are: What are the different risks in investing in this?; What could my return realistically be?; How much would be best to invest?
1416460
['If money was no object, nothing was impossible, what would you want/do? ... ', 'What have you wanted to do but were afraid to try? ... ', 'Where do I want to be in 5 (or 10) years? ... ', 'What are some shorter-term goals that can help me get to my long-term goals? ... ', 'What do I want to accomplish this year?']
1360539
["What Does It Include? Typically you're allowed a specific amount of time each year. ... ", 'What Dates Are You Getting? ... ', 'Same Time, Same Place? ... ', 'What Do Others Think? ... ', 'What Will It Really Cost? ... ', 'How Does It Compare? ... ', 'Does The Five-Year Cost Make Sense? ... ', 'Are There Other Forms of Value?']
118897
['How Has the Business Been Valued? ... ', 'What are You Purchasing? ... ', "What are the Business' Financial Records? ... ", 'Are the Financial Records Accurate? ... ', 'Will You Retain Existing Employees? ... ', 'What is the Trial Period?']
841818
['How much will you earn?', "What's the initial deposit requirement?", 'Are there minimum balance requirements?', 'What fees could you be charged?', 'Are money market options available?']
1078128
['What are your sales? This is always the first question. ... ', 'What do you bring to the table? ... ', 'Why do you need our money? ... ', 'Why the big valuation? ... ', 'Is your product unique? ... ', 'How much debt do you have? ... ', 'How much inventory do you have? ... ', 'What are your costs?']
1474955
The only question you should ask yourself when selecting a financial service provider is "Where can I get the best return on my savings?" This is only one of the basic questions to be asked.
441949
["What's your budget, how many people are you inviting, and what's your dream venue? ... ", 'Do you have any vendors in mind? ... ', 'How involved do you expect a wedding planner to be? ... ', "What weddings have you been to that you didn't like? ... ", 'Do you have any non-negotiables? ... ', '1 Comment.']