Your Financial Advisor Interview Checklist

Never done this before? No problem. This checklist can help you ask the questions that get to the answers that really matter.

If you are a physician interviewing a financial advisor or planner (terms that are often used interchangeably), this downloadable checklist helps you prepare for those conversations and decide whether an advisor is a good fit for your needs, now and in the future.

What's Inside:

• Questions to ask to understand the advisor's services and experience working with physicians
• Help making sense of fees, commissions, and how advisors are compensated
• Insight into how advisors invest, communicate, and support you throughout the year