Episode #6 Finding a Financial Advisor: 15 Questions to Ask a Financial Advisor Candidate [Podcast]

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:

  1. Why it is important to interview multiple financial advisors.

  2. What to look for in a financial advisor.

  3. Prework you can do before you meet a candidate (finra.org & sec.gov).

  4. 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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RESOURCES MENTIONED IN THIS EPISODE

Roger’s YouTube Channel - Roger That

BOOK - Rock Retirement  by Roger Whitney

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Roger’s Retirement Learning Center

The Retirement Answer Man Facebook Page

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