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Access Your Financial Advisor Interview Worksheet

Your worksheet has been delivered to your inbox! Below, you'll find pro tips from our team outlining how to get the most out of the information based on our decades of experience working with clients. On the off chance the email got caught in spam, you can download the worksheet directly here.

 

How to Get the Most Out of Your Worksheet

Choose the right advisor with a proven, structured interview process that reduces bias.
Hiring a financial advisor is one of the most important financial decisions you’ll make. This worksheet gives you a structured approach to interviewing candidates, so you can compare answers objectively and avoid common decision-making biases.
 
Inside, you’ll find 10 essential questions, scoring guidelines, and commentary to help you identify responses that align with your best interests. Use this resource to confidently review potential advisors who can help meet your needs.
 
Key things you’ll learn:
  • How to conduct and score interviews
  • Questions that reveal true expertise
  • Tips for reducing bias in your decision
 
Need help applying this? Talk to an advisor.

Featured Resources

We Are Thought Leaders

As a top financial advisory firm in St. Louis, we’ve been established in local circles and national news outlets as industry thought leaders. Browse our featured resources to learn more about our approach to wealth management.

Why People Trust Plancorp with Their Financial Futures

  • Aligned by Design Fee-Only so we're aligned to your goals, not commissions.
  • Fiduciary Standards Advice delivered solely in the best interests of you and your family.
  • Evidence-Based Decades of experience guiding clients through markets, change, and complexity.
  • Credentials That Matter CFP®, CFA®, and CPA credentials reflect deep expertise and rigorous standards.

CLIENT TESTIMONIAL

Our experience with Plancorp has been outstanding! The planning and delivery of services continues to be top notch! And most of all, Plancorp has listened to the goals and objectives for our family and kept that top of mind since day one.

Dan F., Client of 15+ years

This testimonial was provided by a current client of Plancorp. The client was not compensated for providing this statement. There are no material conflicts of interest resulting from this testimonial. The experience described may not be representative of all clients, and no guarantee of future performance or success is implied. A complete list of client testimonials is available upon request.

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Disclosure

For informational purposes only; should not be used as investment tax, legal or accounting advice. Plancorp LLC is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC. All investing involves risk, including the loss of principal. Past performance does not guarantee future results. Plancorp's marketing material should not be construed by any existing or prospective client as a guarantee that they will experience a certain level of results if they engage our services, and may include lists or rankings published by magazines and other sources which are generally based exclusively on information prepared and submitted by the recognized advisor. Plancorp is a registered trademark of Plancorp LLC, registered in the U.S. Patent and Trademark Office.

 

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