It is important that your financial advisor meets your expectations. For today’s Money Smarts I cover five expectations that are critical to a working relationship. Here are the main questions we explore in today’s topic for financial advisors.  

• Do they hear you? 
• How do they make money? 
• Do they have a disciplinary history?  
• Have they explained the platforms available to you? 
• Bonus question – do they provide holistic financial planning?  

Remember, I am always here to help. Enjoy the video, like, comment, share, and subscribe. Reach out with questions or concerns about your current plan.   

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