20 Questions You Must Ask your prospective Advisor

Other Thoughts

Tune in Again Today, in a few minutes, at 11am

audio streamed live from www.barnescapital.com/radio

On this week’s radio show I’m answering every question you must ask when interviewing your prospective Investment Advisor.

  • The Rising Paycheck Money Show airs every Saturday, from March 5th through July 2nd
  • Day:                Saturdays
  • Time:              11am – Noon
  • Station:          KDIA  (live streaming at www.kdia.com) and at www.barnescapital.com/radio
  • Channel:        1640 AM

Today, I discuss some of the questions I’m answering include:

  • Is there an ideal type of client you are looking for?
  • Tell me about your training to become an Investment Advisor
  • Who will I be working with?
  • What is your approach to financial planning
  • Will anyone besides me benefit from your recommendations or management decisions?

and more . . .

Email me your questions at  radio@barnescapital.com

I look forward to hearing from you!

~Daniel

 

Daniel A Barnes, CFA
CEO
Barnes Capital LLC
Lafayette, California

 

Barnes Capital is a Registered Investment Advisor located at in downtown Lafayette. With RB Capital Management, Barnes Capital develops custom tailored portfolios for its clients. Specialized in retirement income portfolios, financial planning in an integral part of our process. Call 925-284-3503.

This entry was posted on Saturday, April 23rd, 2011 at 12:35 pm and is filed under Other Thoughts. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.

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