Ep. 12 – 21 Questions (Series) – 11. Do you earn fees for referring clients to specialists like estate attorneys or insurance agents?

Welcome to the Real Retirement Financial Planning Podcast. This series covers the 21 Questions to Ask Your Financial Advisor. The list of questions was inspired by Jason Zweig of the Wall Street Journal, and his blog post: The 19 Questions to Ask Your Financial Adviser. Responses to Jason’s questions I read from other advisor websites lacked depth. “Yes,” or “no,” sometimes needs more context and a greater explanation into the whys. The goal of this series is to target the essence of what I think Jason is trying to protect you from, and help you make a better educated decision.


21 Questions to Ask Your Financial Advisor

11. Do you earn fees for referring clients to specialists like estate attorneys or insurance agents?

Jason wants a “no” here. 
At MARGIN, we do not receive any compensation from specialists, or other professionals that may assist with the implementation of the plan.