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 multiple financial advisors.

* What to look for in a financial advisor.

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

* 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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