How to interview financial advisors: key questions to ask

I’ve had private conversations with financial advisors nearly every day for the past ten years. Here are 3 things I’ve realized… 1. There are lots of financial advisors who talk a big game online who are secretly desperate and broke. 2. There are financial advisors crushing it (making $1 million or more per year) and you’d never guess because their businesses aren’t flashy. 3. Financial advisors in the middle (making a few hundred grand per year) fall into two categories. Either they think they’re big shots who know everything so they coast or they’re hungry for more knowledge and growth. There’s really no in-between.

How to Choose a Financial Advisor If You Don't Have One Let’s connect and talk about the latest insights in the industry!

Should you work with a Financial Advisor? Watch this video to see if it would be a good choice for you!

Personal financial advisers share perspective on creating a safe space where clients feel comfortable about sharing information crucial to a successful professional partnership. https://lnkd.in/gRUVe2Fg

When reviewing financial illustrations, does something seem too good to be true? It might be wise to question numbers that appear out of sync with market trends. Asking, "Is this person truly prioritizing my best interests?" becomes essential. Just like in any field, finding the right advisor means being discerning and ensuring their guidance aligns with one's own financial well-being. #financialadvice #investmentstrategy #criticalthinking #financialplanning

Building wealth from scratch isn’t just possible, it’s powerful! Lesego Monareng CFP® , shares practical strategies for first-generation investors to take control of their financial journey through intentional planning and informed decision-making. This session is a reminder that wealth creation starts with clarity, discipline, and access to the right tools.

Ever wondered what a financial advisor can do for you or what they can’t? Well, think of them as a trusted coach who can help you craft a personalized strategy and stay focused during the market's ups and downs. Just remember, they can’t predict the next big market move or guarantee returns. Want to learn more about what financial advisors can offer? Read our blog for more insights on how they can help and where their limits lie: https://bit.ly/4n1J8aF

Most people never question their financial advisor. Ask these 5 questions and you’ll quickly see whose side they’re really on. #financialfreedom #moneytips #wealthbuilding #investsmart #financialadvisor

In today’s world of endless financial noise, finding clear, practical guidance can feel impossible. That’s why client experiences often speak louder than numbers. Hernit Bhatia’s words capture the essence of what makes Alpesh Patel’s approach stand out: depth of knowledge, balanced analysis, and the ability to make complex ideas accessible through real-life examples. For Hernit, this wasn’t just about learning how to invest - it was about gaining the clarity and confidence to make informed financial decisions independently. His story highlights the true aim of the Great Investments Programme: to empower people everywhere to take control of their financial future with knowledge, discipline, and confidence. https://lnkd.in/e2qYBddd

Thoughtful Tuesday In business and in life, mistakes happen. Missed deductions, poor investments, late filings—we’ve all been there. But every setback is just data for your next smarter decision. This week, take a moment to ask yourself: 👉 What lesson did last quarter teach me that I can apply moving forward? At Foster Financial, we believe clarity creates confidence. Let’s build that, one choice at a time.