Sep 4, 2022 • 53M

93: 21 Questions (to Ask Your Financial Advisor)

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The Momentum Advisors centers on personal financial advice, information on entrepreneurship and insight into how you can build a successful financial legacy for yourself––and your community. Allan & Tiffany spend their days advising listeners on how to build and manage their wealth. Find them at
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To get the most value from your financial advisor, you must ask the right questions. On this episode ,we provide key strategic questions for you to ask your existing--or future--financial advisor so that you can quickly sort through who is the best fit for you. And just for fun, we answer all of these key questions ourselves so that you know what a suitable answer should sound like.