
5 questions to ask your financial advisor
If you have a financial advisor but still feel confused with how you’re invested, you're not alone. Traditional advisors often leave out key details that can cost you a lot in the long run. In this webinar, we’ll clear up the confusion and help you understand what you're paying for and if it's worth it.
What You Will Learn:
- How to decode advisor fees and identify hidden costs
- How to find lower cost options (and ask your advisor to use them)
- How to evaluate if your advisor relationship is worth keeping
This webinar is for… anyone currently working with a financial advisor or considering hiring one. Whether you're happy with your advisor or questioning the relationship, you'll gain practical tools to make informed decisions about your financial guidance.
Meet the speakers

How it works
5 questions to ask your financial advisor
If you have a financial advisor but still feel confused with how you’re invested, you're not alone. Traditional advisors often leave out key details that can cost you a lot in the long run. In this webinar, we’ll clear up the confusion and help you understand what you're paying for and if it's worth it.
What You Will Learn:
- How to decode advisor fees and identify hidden costs
- How to find lower cost options (and ask your advisor to use them)
- How to evaluate if your advisor relationship is worth keeping
This webinar is for… anyone currently working with a financial advisor or considering hiring one. Whether you're happy with your advisor or questioning the relationship, you'll gain practical tools to make informed decisions about your financial guidance.
Meet the speakers
