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Home > Retirement Answer Man Show > Finding a Financial Advisor: 15 Questions to Ask a Financial Advisor Candidate [Podcast]
Podcast: Retirement Answer Man Show
Episode:

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

Category: Business
Duration: 00:35:26
Publish Date: 2014-04-02 10:49:47
Description: 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 Podcast in iTunes
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