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Retirement Answer Man

15 Questions to Ask When Choosing a Financial Advisor

Apr 2, 2014 · 35 min · Episode 6 · 35.7 MB
0:00-35:26

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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:

  1. Why it is important to interview multiple financial advisors
  2. What to look for in a financial advisor
  3. Pre-work you can do before you meet the financial advisor
  4. 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