6 Questions to Ask Your Financial Advisor (Before You Trust Them With Your Money) (EP#20)
BOLD by Cristina Jaeger by Cristina Jaeger
Episode notes
Download your FREE Questions To Ask Your Service Provider Guide. Get the answers you need by asking the right questions to your banker: herfinancialfreedom.net/questionstoaskyourbanker
How to challenge your financial advisor: A full breakdown.
67% of women don't feel understood by their financial advisors.
Studies show we receive worse advice, are spoken to less in meetings, and more often steered toward costly funds — even when we signal high confidence and high risk tolerance.
This isn't a you problem. It's a system problem.
And today I'm fixing it.
In this solo episode I walk you through exactly what to ask your financial advisor so you walk in prepared, confident, and in control.
What you'll learn:
- Why they must understand your goals before recommending anything
- How to pressure-test th ...