Episode 6
15 Questions to Ask When Choosing a Financial Advisor
How to Find Financial Advisor
Retirement Answer Man · Roger Whitney, CFP®, CIMA®, RMA, CPWA®
April 2, 201435m 26s
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Show Notes
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
Topics
InterviewaFinancialquestionsrogerWhitneyTrustedadvisorplannerChoosing