Professional Summary
Top 8 Questions to Ask a Financial Advisor
1.
What makes you the best choice for clients?
2.
What are your service offerings?
a.
Financial Planning
Investment Management
Tax Planning
Retirement Planning
3.
Do you have an area of expertise or specialization?
a.
High Net Worth Planning
Investment Management
Retirement Planning
4.
Which demographics do you typically serve?
5.
What is your current number of clients?
6.
What is your minimum asset requirement?
7.
How do you get paid?
8.
Are you a "fiduciary"?
