Nancy Graham CPA, CA, CIM, CFP, TEP

Portfolio Manager
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Asking Your Advisor Delicate Questions (Like, “Who Else Is There?”)

September 21, 2017 - 0 comments

Even when you’re comfortable asking your financial advisor almost anything, there are a few questions that can be more awkward than others. 

Take it from me. An advisor who truly has your best interests at heart should welcome any questions you’ve got about putting your money to good use – even if the queries may challenge their own prices or processes. In fact, if your advisor dodges or bristles at your inquiries, that can be a red flag in itself. 

For advice on how to ask your advisor those “delicate” questions, check out my next several “No Dumb Questions,” which are dedicated to that very theme. In today’s video, we’ll take on one of the most essential, if potentially thorny questions: What other advisory options are out there? 

I won’t be naming names, but here’s a big hint: There’s a real difference between real advice, and sales pitches in disguise. Discover more about that in today’s “No Dumb Questions".


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