WELCOME
READERS
We know that interviewing a financial advisor can be confusing, intimidating, and stressful. It doesn’t have to be.
By arming yourself with the right questions, you can ensure you’ll get answers that mean something to you. Not a bunch of acronyms, terms, and financial jargon that leave you feeling more confused than when you started.
This 3-page guide will help:
- Put you in the driver’s seat of every interview.
- Remember the right questions to ask.
Record the answers you receive to reflect on later.
Fill out the form on this page to print or download these questions now.