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Finding the right financial advisor – one who is a good fit for you and your family – can be very challenging.
In this video David Kern, a financial advisor at Wealthquest, shares some questions and thoughts to keep in mind when you’re looking for a financial advisor.

First, it’s important to understand the company that they work for, how it’s structured, the services it offers, and how you pay for them. Click here to learn more about how Wealthquest operates.

Second, it’s important to know how experienced your advisor is. For example, what types of families have they primarily worked with in the past? What are their credentials and certifications?

Third, there’s the crucial question of how your financial advisor is compensated for the services (s)he offers you. This is important because you want to be sure that your advisor is compensated such that (s)he acts as a fiduciary, who is someone that is required by law to act in your best interests. To learn the difference between a fee only and a fee based financial advisor, click here.

Fourth, make sure to hire a financial advisor who isn’t afraid to have hard conversations with you, tell you the uncomfortable truth that you might not like to hear, and hold you accountable if you don’t follow his/her recommendations that are ultimately in your best financial interests.

To have these tough conversations though, your advisor has to be willing to ask good questions. Hence, it’s important to hire a curious financial advisor who knows how to ask great questions that will help him/her truly understand you, your family, and your goals.

Lastly, and arguably most importantly, make sure that your advisor is a good listener. After all, there’s no point in asking good questions if you’re not a good listener.

Please Note: No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience the same or a certain level of results or satisfaction if WQC is engaged, or continues to be engaged, to provide investment advisory services, nor an endorsement of WQC by a current or past client.

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Invest In Your Life. We’ll Do The Rest.

Discover a new approach to wealth management where your investments, tax preparation, and estate planning services are offered by one team of fiduciary experts, all under one roof, for one simple fee. Wealthquest is a fee-only financial planning and wealth management firm focused on the integration of your life and finances. Regardless of your account size or stage of life, our firm can help.

Cincinnati

50 E-Business Way
Suite 120
Cincinnati, OH 45241

T: 513.530.9700
F: 513.530.9776
info@wqcorp.com

Mon – Thur 8AM – 5PM
Friday 8AM – 12PM
Sat – Sun Closed

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Chicago

2211 York Rd
Suite 210
Oak Brook, IL 60523

T: 630.581.3580
F: 513.530.9776
info@wqcorp.com

Mon – Thur 8AM – 5PM
Friday 8AM – 12PM
Sat – Sun Closed

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Cincinnati

Tel: 513.530.9700
Fax: 513.530.9776
info@wqcorp.com

Chicago

T: 630.581.3580
F: 513.530.9776
info@wqcorp.com