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Ep 3 – How to Choose a Financial Planner

Ep 3 – How to Choose a Financial Planner

It’s all about how you choose a financial planner. Yes, you will need one if you are serious about building wealth

Let’s be honest. Financial Planners do not have a great reputation, and most medical professionals think the Planner is more interested in making themselves rich rather than you the client.

Here’s why you should listen:

  • How should you ask for a referral? You will ask for a referral from someone but who are the best people to guide you?
  • Should you pay a fee or pay a Commission? There are pro and cons to both – but one is probably better than the other.
  • What questions should you be asking? Yes, you will have to talk to them so what are the best questions to ask to make sure they work for you.