29 min

#151 [Replay] Top Ten Questions to Ask a Financial Advisor The Veterinarian Success Podcast

    • Education

In this joint episode, I'm joined by Ryan Koopmans, DVM as we break down the ten questions to ask a Financial Advisor, Financial Planner, or anyone helping you with financial decisions.
We try to provide some context and understanding as to the "why" behind these questions, as we often hear from your peers when they call.
We hope this helps you make the best decision when you decide to talk to someone.
Some other great resources are below:
https://www.letsmakeaplan.org/how-to-choose-a-planner/10-questions-to-ask-your-financial-advisor (10 QUESTIONS TO ASK YOUR FINANCIAL ADVISOR - CFP Board)
http://s3.napfa.cql-aws.com.s3.amazonaws.com/files/Consumer/ToughQuestionsToAskYourAdvisor-%202017.pdf (Tough Questions to ask your advisor - National Association of Personal Financial Advisors (NAPFA))
Our Sponsors https://www.veterinariansuccesspodcast.com/guardianvets (GuardianVets) (be sure if you reach out to mention us for 50% off your first month)
https://www.veterinariansuccesspodcast.com/vetcheck-pet (VetCheck Pet Urgent Care Center Franchise)

In this joint episode, I'm joined by Ryan Koopmans, DVM as we break down the ten questions to ask a Financial Advisor, Financial Planner, or anyone helping you with financial decisions.
We try to provide some context and understanding as to the "why" behind these questions, as we often hear from your peers when they call.
We hope this helps you make the best decision when you decide to talk to someone.
Some other great resources are below:
https://www.letsmakeaplan.org/how-to-choose-a-planner/10-questions-to-ask-your-financial-advisor (10 QUESTIONS TO ASK YOUR FINANCIAL ADVISOR - CFP Board)
http://s3.napfa.cql-aws.com.s3.amazonaws.com/files/Consumer/ToughQuestionsToAskYourAdvisor-%202017.pdf (Tough Questions to ask your advisor - National Association of Personal Financial Advisors (NAPFA))
Our Sponsors https://www.veterinariansuccesspodcast.com/guardianvets (GuardianVets) (be sure if you reach out to mention us for 50% off your first month)
https://www.veterinariansuccesspodcast.com/vetcheck-pet (VetCheck Pet Urgent Care Center Franchise)

29 min