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In this episode of "The Life Well Lived: A Physician's Guide to Wealth," James Nutter continues his mini-series on exposing financial advisors. He shares 15 crucial questions every physician should ask when hiring a financial advisor, emphasizing the importance of finding a fiduciary advisor who acts in your best interest.
Nutter also highlights the need for advisors who understand the unique financial challenges faced by physicians. With these questions in hand, physicians can confidently hire their dream advisor without wasting time or making costly mistakes.
na1.net/hubfs/22672212/15%20CRITICAL%20Questions%20To%20Ask%20When%20Hiring%20Your%20Financial%20Advisor.pdf"> Go ahead and click here to download your copy of 15 Questions
Timestamp
Summary
0:51
Choosing the Right Financial Advisor for Physicians
4:01
Financial Licensing Exams Versus Medical Board Certification
5:17
Choosing the Right Financial Advisor: Trust Your Gut
6:12
Essential Questions to Ask Your Financial Advisor
8:08
Navigating Financial Licenses and Commission Structures
10:29
Advisor Availability and Client Support Explained
13:16
Choosing Financial Advisors: Questions and Accessibility
15:21
Exploring Levels of Service: DIY to Full Assistance
16:04
Understanding Financial Advisor Fees and Conflicts of Interest
17:51
Challenge Your Financial Advisor with Informed Questions
Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser.
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