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)
