15 Questions to Ask When Choosing a Financial Advisor
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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)