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Real Estate Agents
1.
How Many Homes Did You Sell Last Year?
Asking an agent this question might help you avoid having your home on the market for too long.
It will give you an idea of the agents selling skills and experience to compare with other potential agents.
Whats Your Schedule and Availability Like?
Cruze discussed how the schedule of real estate agents can widely vary and impact your experience.
How Much Commission Do You Get?
This advice applies whether youre on the buying or selling side.
Consider the agents response and how it could tap into your homes profits or out-of-pocket costs.
Tax Professionals
1.
How Many Clients Do You Manage?
Whats Your Experience With Clients Who Have Complicated Finances?
Their response can also give you insight into their experience level.
Take time to think through financial situations that might impact you so you might bring them up.
How Often Do You Recommend Meeting?
Investing Professionals
1.
How Are You Compensated?
An investment professional will usually receive either a commission or a fee.
Securities and Exchange Commission advisedgetting clarity about fees that seem complex or misleading, as well.
Do You Understand and Honor My Goals?
Cruze said, Remember theyre working for you.
This is your money, so check that that they respect your plan.
Some investment professionals might encourage that person to put more money into the market, or choose riskier investments.
Whats the Range of Income and Assets for Your Clients?
Cruze mentioned that issues can arise as you become wealthier and deal with taxes and diversified assets.
Picking someone comfortable with these situations from the start can save you from having to switch advisors later.
According to Cruze, it can also help with building wealth more wisely.
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