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

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How to Find Financial Advisor

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15 Questions to Ask When Choosing a Financial Advisor

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This episode is 35 minutes long.

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This episode was published on April 2, 2014.

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