Posts Tagged“financial planning”

Interview Questions to ask your Financial Planner

Generally, when one thinks of their investments and how they are managed, they focus on one factor — how well they have performed in the financial markets. Recently a survey of financial investment clients reveals that another metric also determines if someone is happy with their financial advisor – it’s their personal relationship with their advisor. This points to the importance of hiring someone you genuinely like, respect and can do business with. Be sure to interview more than one candidate, ask for referrals and recommendations. Do a background check and review their qualifications? Here are some initial interview questions…