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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:
For a Trusted Advisor worksheet to use in your interview process go to rogerwhitney.com/worksheets
By Roger Whitney, CFP®, CIMA®, RMA, CPWA®4.6
11921,192 ratings
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:
For a Trusted Advisor worksheet to use in your interview process go to rogerwhitney.com/worksheets

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