• NO MORE EXCUSES!!!



    Part 1


    Part 2

     

    Sometimes it can be overwhelming speaking to a professional. It's important that you only choose those who you feel have your best interest at heart. Remember a financial coach, advisor, real estate agent, insurance broker, contractor, etc. work for YOU! So there is nothing wrong with interviewing them and praying that they are the right fit for your needs. If you are married I would strongly suggest you interview the professional together. Below are some questions that you may want to consider asking, I won't lie to you all, I obtained these from a book called Retired Inspired by Chris Hogan (page 160). Also come up with your own questions as well!

    • Can you tell me about your experience as a [insert type] professional?
    • How long have you done this type of work?
    • What type of clients are you looking for?
    • What is your general [insert type of work] philosophy?
    • How often will I be able to communicate with you?
    • How are you compensated? 

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