Questions To Ask Before Hiring a Financial Advisor


People all across the country attempt to manage their finances, and certain individuals can successfully do so. If you’re someone that has been trying to keep up on your stocks, bonds, and retirement planning on your own, but it’s simply become too much, it might be time to hire a financial advisor. At rebel Financial in Columbus, we believe that there are some very important questions to ask before you hire a financial planner or advisor.

The first important question to ask is, “What is your track record?” At rebel, we’ll gladly discuss how we’ve been successful in making our clients’ investments work for their them, and how they’ve been able to get the most out of their money. We’ll also explain how we face challenges that arise in the market, in customer relations, and in day-to-day operations. A second important question is, “What is your background?” Our team is made up of experienced individuals, and each one will readily tell you where they received their education, how many years they’ve been an advisor, and how their particular skills can meet your financial needs.

There are several other questions that should be considered when speaking to a financial advisor for the first time, and the rebel team is ready to answer them all to the very best of our ability. We’re always excited to meet potential clients and help them feel confident that they’ve made a good choice in contacting us. If you’re frustrated with trying to go it alone with your finances, give us a call today.


Post by Phil Ratcliff

Phil Ratcliff, President of rebel Financial, is a senior financial advisor that holds an AIF®, CFP®, ChFC®, and CLU® certifications. He started his career at American Express Financial Advisors in 2003, then moved to AXA Advisors for 7 years before founding rebel Financial LLC in 2013.