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

How do you find the right financial advisor for you and your family?

Finding a Financial Advisor
Finding a Financial Advisor

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:

  1. Why it is important to interview multiple financial advisors.
  2. What to look for in a financial advisor.
  3. Prework you can do before you meet a candidate (finra.org & sec.gov).
  4. 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

Subscribe to the PLAN WELL INVEST WISELY

RESOURCES MENTIONED IN THIS EPISODE

Roger’s YouTube Channel - Roger That

BOOK - Rock Retirement  by Roger Whitney

Ask Roger a question

Work with Roger

3-video Series: 5 Minute Retirement Makeover

Roger’s Retirement Learning Center

The Retirement Answer Man Facebook Page

 
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