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 financial advisor candidates and 15 questions you should ask to help choose the right one.
In this episode he covers:
- Why it is important to interview multiple financial advisors.
- What to look for in a financial advisor.
- Prework you can do before you meet a candidate (finra.org & sec.gov).
- 15 questions to ask to help you find the right financial advisor for you and your family.
For a Finding a Trusted Financial Advisor worksheet to use in your interview process click here
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