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When interviewing a prospective advisor there are 3 key things you need to find out:
Once you answer these 3 questions you will have a good idea if they are suited to your current and future needs.
Digging deeper into those 3 topics here are some additional points to consider when seeking to establish what could become a lifetime relationship with a financial advisor:
It is likely that you won’t make any decisions after your initial meeting with an advisor as you are gathering information that you will use to compare this advisor and this advisory firm with others you may interview. However, even if you interview only one firm or one advisor, the above questions will assist you in evaluating the potential value a given advisor or advisory firm is likely to bring to you and to your family.