Free Worksheet: How to Interview a Financial Advisor

Congratulations! You’ve decided to hire a financial advisor. To help you make the right choice, you need to be prepared to undergo a structured interview with each of your candidates. That includes: involving your significant other in the process, asking the right questions, rating answers that best align with your financial goals, and more. Fill out our form to get the full free worksheet that outlines how to conduct and score your structured financial advisor interviews. 

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What you can expect by downloading this worksheet:

  1. See a list of the questions for a structured interview
  2. Learn how to conduct and score a structured interview 
  3. Review commentary to help you identify responses that are in your best interest