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You are here: Home / Podcast Episodes / 12 Key Questions to Ask a Financial Planner Before You Hire One

12 Key Questions to Ask a Financial Planner Before You Hire One

By Steve Stewart on August 8, 2012

12 Key Questions to Ask a Financial Planner Before You Hire One

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00:48:58
  • 12 Key Questions to Ask a Financial Planner Before You Hire One
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Scott Plaskett, CFP at IronShield.ca
Scott Plaskett, CFP at IronShield.ca

Scott Plaskett, CFP at IronShield.ca, takes time away from his busy schedule of helping people plan for their future and retirement to explain the various ways that Financial Planners get paid:

  • Commission based
  • Fee Only
  • Fee based

We also take time to discuss the 12 Key Questions You Must Ask A Financial Planner Before You Hire One, a report he makes available on his website.

Here are a few of the highlights:

  • Ask if they charge fees for their services
  • Ask if they sell products as well as provide advice
  • Ask the advisor if they are going to work with you personally or with one of their assistants once the initial plan is implemented.
  • Ask how often you can expect to get together to review the plan
  • Ask to see their Letter of Engagement. Don’t know what that is? Then listen to the interview (click the player above)

To download the report and find out more about Scott Plaskett:

Visit http://IronShield.ca

For more about the Key to Retirement podcast visit http://ironshield.ca/category/podcast

For more about Fee Based Financial Planning Mastery podcast: http://feebasedfinancialplanningmastery.com/

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