15 Questions to Ask When Choosing a Financial Advisor episode artwork

EPISODE · Apr 2, 2014 · 35 MIN

15 Questions to Ask When Choosing a Financial Advisor

from Retirement Answer Man · host Roger Whitney, CFP®, CIMA®, RMA, CPWA®

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 advisorsWhat to look for in a financial advisorPre-work you can do before you meet the financial advisor15 questions to ask to help you find the right financial advisor for you and your familyFor a Trusted Advisor worksheet to use in your interview process go to rogerwhitney.com/worksheets

Episode metadata supplied by the publisher feed · Published Apr 2, 2014

Embed this episode

NOW PLAYING

15 Questions to Ask When Choosing a Financial Advisor

0:00 35:26

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Retirement Answer Man?

This episode is 35 minutes long.

When was this Retirement Answer Man episode published?

This episode was published on April 2, 2014.

Can I download this Retirement Answer Man episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!