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?
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
Subscribe to the PLAN WELL INVEST WISELY
RESOURCES MENTIONED IN THIS EPISODE
Roger’s YouTube Channel - Roger That
BOOK - Rock Retirement by Roger Whitney
3-video Series: 5 Minute Retirement Makeover
Roger’s Retirement Learning Center
The Retirement Answer Man Facebook Page