15 Questions to Ask When Choosing a Financial Advisor
How do you find the right financial advisor for you and your family? In this special mid-week edition, host Roger Whitney gives you a framework for how to interview a financial advisor candidate and 15 questions you should ask to help choose the right financial advisor for you. In this episode he covers: Why it is important to interview multiple financial advisors What to look for in a financial advisor Pre-work you can do before you meet the financial advisor 15 questions to ask to help you find the right financial advisor for you and your family For a Trusted Advisor worksheet to use in your interview process go to rogerwhitney.com/worksheets