Wed, 2 April 2014
How do you find the right financial advisor for you and your family?
In this special mid-week edition, host Roger Whitney gives you a framework for how to interview a financial advisor candidate and 15 questions you should ask to help choose the right financial advisor for you.
In this episode he covers:
For a Trusted Advisor worksheet to use in your interview process go to rogerwhitney.com/worksheets