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

from Retirement Answer Man Show · host Roger Whitney, CFP®, CIMA®, CPWA®, AIF® | A personal finance show on retirement, money, investing and wealth

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 […] The post Finding a Financial Advisor: 15 Questions to Ask a Financial Advisor Candidate [Podcast] appeared first on Roger Whitney.

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

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

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