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Choosing a Financial Advisor Interview Questionnaire

Choosing a Financial Advisor Interview Questionnaire

Posted by Tom on Nov 29, 2014
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In support of the whitepaper...

NOTE: The purpose of this interview is to examine two things — First, whether the advisor is an appropriate match and second, to evaluate the advisor’s degree of candor.  Look for signs of evasion, and evaluate the advisor’s commitment to their clients.

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Topics: Choosing a Financial Advisor, Investment Policy, Financial Planning, Tom Posts, Hiring a financial advisor

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