One of our dear clients recently forwarded me a list of 6 questions to ask a financial advisor, which they had found on Facebook. This client asked if I would mind answering them myself on behalf of Oak Capital Advisors.
Now, typically this kind of content is a little more self-promoting than I would ever put out on a podcast episode. Rather, this type of content tends to be more appropriate for a webinar, where the answers are more detailed than the educational type of content that I usually put out.
Because to answer these questions, I’m going to talk about some of the ways I think about how things should be done. However, like anything in life, there are many ways to get to the same destination.
But I’d definitely like to take a stab at this, and my hope is that you walk away from this episode with some knowledge that you can use for yourself—or even talk with your own financial advisor about. So, let’s dive in.
Episode Highlights
[02:31] 6 questions to ask a financial advisor.
[03:37] Brett’s investment philosophy.
[06:19] Oak Capital Advisors’ client demographics and services.
[08:35] How Brett approaches account strategies and customization.
[12:36] The benefits of a transparent fee structure.
[14:51] Brett’s mentors and philosophical influences.
[15:54] Managing client education and ongoing engagement.
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