Questions to Ask A Prospective Financial Advisor

If you are shopping for a financial advisor, you need a good checklist of questions to ask. What you are looking for is someone who handles clients like you, who can relate to you and who is financially astute.

Gregory S. DuPont
Created by Gregory S. DuPont
On Oct 24, 2017
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Make sure you really listen to the answers

As you assess an advisor who manages your assets, for instance, do yourself a favor: Don’t rely on his or her investment record. An advisor whose investment performance touched the stars last year may falter this year. More important for many is how skillful an advisor is at preserving your assets. That may range beyond market forecasts into such realms as estate planning, for example.