Best Questions to ask a Financial Advisor in 2024
Channel: Ella Rivkin | Financial Freedom
Date: 2024-03-20

How do I choose the right financial advisor in 2024?
What questions should I ask a potential financial advisor?
How can I ensure my financial advisor is tax-efficient and has my best interests at heart?

In this video, I'll reveal the five critical questions you should ask to evaluate an advisor's investment strategies, client success stories and their commitment to your financial well-being. How important is it to understand an advisor's approach to tax efficiency and how often they review and discuss your investment portfolio, ensuring it aligns with your financial goals and security needs? Let's find out in this video!

Dive into financial clarity and security for 2024; watch this video to empower your financial advisor selection process!

Leave your questions and comments below the video.

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Link to this video: https://youtube.com/shorts/dZYWbaaMYpg
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Hello! I am Ella Rivkin, the founder and CEO of ERPS Group, Inc., a business that reflects my heart and determination. In addition, ERPS is also a wonderful companion to my additional work as a life, business, health, and fitness coach, where I have the honor of offering my 20+ years of business expertise coupled with my strategic advisory background to clients. Through my coaching, I offer my proven expertise to entrepreneurs and individuals, helping them to make their dreams come true through consultations and personal aid to assist in business start-up. In addition to this high level coaching, I assist with the intricate details involved in business planning, insurance and payroll services, tax preparation, and daily business operations.

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