10 Things to Look for When Interviewing Financial Advisors
When you dive into financial planning more deeply and decide to bring in a professional for guidance, it’s time to search for a financial advisor. It’s an important search to get right. There is a spectrum of good, great, and questionable financial advisors and firms, so getting a recommendation from a friend or hitting the first page of Google and calling it a day isn’t enough. Some professional sites are good places to start, but even the best advisors will still need to be a good fit for your specific situation and personality. That means you need to do research and ask the right questions before settling on the person you want to trust and work with for such an important part of your life and future planning.