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It’s the first podcast of 2015! Brian and Bo are kicking off the New Year by giving out valuable advice on what to look for in a financial professional — be it a tax preparer, insurance agent, or financial advisor.
These are services nearly everyone uses (or should use!), and it’s important to connect with a financial professional who can actually provide value.
The guys walk you through the important questions to ask each of these individuals in order to make sure they’re in the right position to help you. This episode will also provide you with a better idea of how to vet each one so that you end up a happy client.
Brian tackles this question right off the bat, citing a wonderful article written by Kelly Phillips on Forbes: 11 Questions To Ask When Hiring a Tax Preparer.
Brian goes through a few of these questions and offers his perspective:
Everyone needs insurance of some kind — there’s no way around that. So how can we make sure we end up with a respectable insurance agent who is only recommending products that will truly benefit us?
Bo and Brian acknowledge that Amica, USAA, and Auto Owners are the three leading property and casualty insurance companies according to Consumer Reports. If you’re not with one of these companies, seek out an agent who will look out for you in the following ways:
The guys also touch on what characteristics your financial advisor should have, and what questions you can ask them to make sure they’re a good fit for you.
You should always look for someone willing to work with you as your fiduciary. This means they always put your interests ahead of all others, including their own.
Bo and Brian also suggest asking the following before hiring an advisor to help you manage your finances:
Always do your due diligence and don’t be afraid to ask questions when looking for a financial pro to help you with various money issues. The right professional will make you feel comfortable and put your needs and interests ahead of anything else.
Could you use help from a financial advisor? You can always reach out to the Money Guys to help get you on the right track — Bo and Brian are currently accepting new clients.
Email [email protected] or [email protected] if you’d like the pros behind The Money-Guy Show in your financial corner.
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