The Proactive Investor's Guide
Top 10 Questions to Ask Your Financial Advisor
Download our guide to learn the important questions you should ask when evaluating or looking for a financial advisor.
When people are searching for a financial advisor or a financial planner, one of the first things they want to know is, “What is your rate of return?” Unfortunately, that question leads to an unproductive conversation: It can’t be answered directly because every client is unique.
By downloading this guide, you will:
- Learn the questions you didn't know to ask when evaluating advisors.
- Explore what the fiduciary standard is and how it can impact client care.
- Understand who you’re working with and if they’re a good fit for your financial needs.
These top 10 questions can help to evaluate a potential financial advisor or reassess your existing advisor. If your financial advisor cannot answer these questions, it might be time to move on.
