Guide to Selecting a Financial Advisor
The Guide to Selecting a Financial Advisor by Jon Ulin, CFP®, CEO will outline our top 13 Questions and considerations to help you better screen, interview, and select a competent, ethical financial advisor.
It will take some work on your part to understand the financial jargon and to sift-through this handy check-list -but partnering with the right financial advisor can help reduce your financial stress while providing greater confidence and security with your financial decisions.
You can ask the following questions at your first meeting or send them in advance, so the advisor is ready to address them when you meet.
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