What to ask before hiring a financial adviser
Financial advice should empower not confuse.
Hiring a financial adviser can feel like handing over the keys to your future. That’s why trust, transparency, and clarity matter. But with so many titles, fee structures, and personalities out there, how do you know who’s actually right for you?
At GreatDane Investment, we believe that financial guidance should feel empowering, never intimidating. Here’s how to find the right fit.
What a good adviser should offer:
It’s not just about stock picks or market moves. A real adviser helps you:
Clarify your goals and priorities
Create a comprehensive financial plan – this includes planning for your investments, estate, retirement, cash flow, risk management, and more
Check in regularly and adjust as your life evolves
Educate you so you feel more confident – not more confused
Questions to ask before you commit :
Are you a fiduciary at all times? (This means they’re legally required to act in your best interest.)
How are you compensated? (Fee-only advisers are paid directly by you not commissions.)
What services are included and how often will we meet?
What types of clients do you typically work with?
The right adviser should welcome these questions and answer them clearly.
Red flags to watch for:
Vague answers about fees or conflicts of interest
Pressure to buy insurance or products you don’t fully understand
A lack of clarity on how they’ll actually support your goals
You deserve transparency, not sales tactics.
Try this today:
If you’re currently interviewing advisers, or working with one, ask yourself:
Do I feel more clear and confident after our meetings?
Do I feel seen and supported as a whole person, not just a portfolio?
If the answer is no, it may be time for a change.
