10 Questions to Ask a Prospective Advisor

What experience do you have?

What are your qualifications?

What services do you offer?

What is your approach to financial planning?

How do you use ETFs in your practice?

Will you be the only person working with me?

How will I pay for your services and how much do you typically charge?

Could anyone besides me benefit from your recommendations?

Have you ever been publicly disciplined for any unlawful or unethical actions in your professional career?

Can I have it in writing?


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