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simplegeek

a.k.a. Chris Anderson

Questions for a financial professional

From MSN Money...

What should I ask when interviewing a potential advisor ?

  1. Who is your typical client?
  2. What is your educational and professional background? What certifications do you have?
  3. How -- and how much -- do you get paid?
  4. Why do you want me as a client? What kind of people do you not want?
  5. How often will I hear from you, and what will prompt your calls?
  6. Will anyone else be working with me?
  7. Can you provide the names of a few clients as references?
  8. May I review samples of materials you give your clients?
  9. Do you have discretion to act without my approval?

Also, they suggested picking up The Right Way to Hire Financial Help...

01/21/2004 12:04 AM | #My Hobbies

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