Questions to Ask a Financial Professional

July 15, 2016
Hosted by Shanna Tingom

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Episode Description

You wouldn’t hire a new employee without interviewing them but all too often I hear stories about people who hired a financial professional before asking them questions like What’s your investment style? How do you get paid? What’s your educational background? If they can’t answer these (and other) questions, they may not be the right person for you. In this episode, I will answer the most common questions that you should ask before hiring a financial professional.

Making Money Fun

Making Money Fun

Archives Available on VoiceAmerica Business Channel

Making Money FUN with Shanna Tingom will demystify money, investing and personal finance topics with lively discussions, relevant guests and great resources. Learn about how the markets work, how your financial professional can help you achieve your financial goals, tips for talking to your kids and spouse about money and much more. Since FUN is a core value for Shanna’s company, Heritage Financial Strategies, you can expect to laugh along with her and her guests and enjoy the conversation!

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Shanna Tingom

Shanna Tingom

Shanna Tingom is an Independent financial professional and the founder of Heritage Financial Strategies. Her specialty is working with female entrepreneurs, business leaders, and individuals experiencing life transitions. A veteran of the financial services industry, Shanna was 19 years old when a meeting with a financial advisor revealed her purpose and passion. The advisor dismissively reached across the desk, patted her on the head, and said, “Don’t worry sweetheart. Your husband will take care of this money stuff for you someday.” Since then, Shanna has built a career out of helping others take charge of their financial future. She’s more likely to draw pictures and use props to counsel clients rather than use traditional methods involving price-to-earnings ratios and mountain charts. Shanna considers herself a life-long learner and keeps apprised of changes in the industry. She earned a Bachelor’s Degree in Business from William Penn University and a Master’s Degree in Organizational Management from the University of Phoenix. Shanna holds FINRA Series 7 and 66 licenses and the Accredited Asset Management Specialist (sm) designation. Shanna keeps active as a member of the Small Business Alliance and Gilbert, Arizona Chamber of Commerce. She also enjoys traveling with her husband, Eric, and spending time with her two Cavalier King Charles Spaniels, Oliver and Princess.

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Episode Directory

September 2016

August 2016

July 2016

  • 7/29/2016: What a Financial Professional Does Not Do and who you can ask instead Listen Now
  • 7/22/2016: Tips for Talking to Your Spouse about Money Listen Now
  • 7/15/2016: Questions to Ask a Financial Professional Listen Now
  • 7/8/2016: Top 7 Financial Planning Mistakes Listen Now