Want To Pick The Right Financial Adviser? Ask These 5 Questions (And A Bonus Tip)!
Posted on August 1st 2018
Tags:Advice
financial adviser
fundMyLife
If you had to pick someone to handle your finances, how would you assess whoever who comes your way? It’s tough, isn’t it? After all, you’d have to be sure this person is both competent and is in this for the long haul together with you. In this article, fundMyLife shares several questions that you can ask a potential adviser, to pick the right financial adviser. While it may not be 100% fool-proof, these questions will give you better insight into the potential adviser.
#1 “How Long Have You Been In The Business?”The financial planning industry is notoriously competitive, and the turnover rate is high. As such, it’s important to determine whether the adviser you’re engaging intends to stay in
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