{"id":771,"date":"2026-05-27T07:03:08","date_gmt":"2026-05-27T07:03:08","guid":{"rendered":"https:\/\/smartmoneymaps.com\/?p=771"},"modified":"2026-05-27T07:03:08","modified_gmt":"2026-05-27T07:03:08","slug":"dont-hire-a-financial-advisor-without-asking-these-12-questions","status":"publish","type":"post","link":"https:\/\/smartmoneymaps.com\/?p=771","title":{"rendered":"Don&#8217;t Hire A Financial Advisor (Without Asking These 12 Questions)"},"content":{"rendered":"<p><iframe loading=\"lazy\" width=\"480\" height=\"270\" src=\"\/\/www.youtube.com\/embed\/9YXzFPnRxFg\" frameborder=\"0\" allowfullscreen><\/iframe><\/p>\n<p>#FinancialAdvisor  #MoneyTips #RetirementPlanning #PersonalFinance #Fiduciary #FlatFeePlanning #SmartMoney  <\/p>\n<p>Before you entrust your financial future to a financial advisor, make sure you&#8217;re asking the right questions. In this short video, we break down the 12 most important things to ask any financial advisor before hiring them\u2014so you can avoid conflicts of interest, costly mistakes, and mismatched advice. And stick around until the end when financial advisor Steven Boorstein, CFP\u00ae professional offers a bonus question that may stump many non-seasoned advisors who aren&#8217;t providing the type of advice you&#8217;re seeking!<\/p>\n<p>If you enjoyed this video, check out the longer version where we go into more detail on each question.<\/p>\n<p>If you liked the video, please give it a &#8220;Thumbs Up!&#8221; &amp; subscribe to see more! <\/p>\n<p>Are you looking for true financial freedom? Book a FREE discovery call today to explore how our financial planners can be your Personal Finance CEO and help you get there: https:\/\/calendar.app.google\/fymAVKrpiQATSpWP8<\/p>\n<p>===========================<br \/>\nConnect with us!<br \/>\n=============================<br \/>\n\u27a1\ufe0eWebsite: https:\/\/rockcrestfinancial.com\/<br \/>\n\u27a1\ufe0eFacebook: https:\/\/www.facebook.com\/RockCrestFinancial<br \/>\n\u27a1\ufe0eLinkedIn: https:\/\/www.linkedin.com\/in\/stevenaboorstein\/<br \/>\n\u27a1\ufe0eX: https:\/\/twitter.com\/StevenBoorstein<br \/>\n\u27a1\ufe0eInstagram: https:\/\/www.instagram.com\/personalfinanceeo\/<br \/>\n\u27a1\ufe0eYouTube: https:\/\/www.youtube.com\/@PersonalFinanceCEO<\/p>\n<p>Questions? Call to speak directly to an advisor on our team: 856-694-3288.<\/p>\n<p>\u26a1\ufe0fInterested in exploring how a comprehensive flat-fee relationship with a Personal Financial CEO can help you you achieve your goals, guided by your values? Our comprehensive financial planning services are provided for one, all-inclusive flat-fee that includes all planning, coordination, organization, accountability, investment management and advice. Visit us at: https:\/\/mailchi.mp\/rockcrestfinancial.com\/prospective-client-inquiry<\/p>\n<p>\u26a1\ufe0f\u26a1\ufe0f\u26a1\ufe0fIMPORTANT, PLEASE READ! Yes we are financial planners, but unless you are our client, we are NOT YOUR financial planner! The information presented in this podcast is intended for informational and educational purposes only and does not purport to be investment advice or an offer of investment advice, an offer to buy or sell any security or a recommendation of any investment strategy or course of action. Any graphs, charts, or calculations used are for illustrative purposes only. RockCrest is a state registered investment adviser in New Jersey and Pennsylvania, principally located in Somers Point, NJ. Registration does not imply a certain level of skill or training.<br \/>\nCheck out our full disclosures at: https:\/\/rockcrestfinancial.com<\/p>\n","protected":false},"excerpt":{"rendered":"<p>#FinancialAdvisor #MoneyTips #RetirementPlanning #PersonalFinance #Fiduciary #FlatFeePlanning #SmartMoney Before you entrust your financial future to a financial advisor, make sure you&#8217;re [&hellip;]<\/p>\n","protected":false},"author":0,"featured_media":772,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-771","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/smartmoneymaps.com\/?p=771\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Don&#039;t Hire A Financial Advisor (Without Asking These 12 Questions) - 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