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Who Can You Trust With Your Money?: Get the Help You Need Now and Avoid Dishonest Advisors by Bonnie Kirchner - CFP, MST

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Chapter 13. Interviewing Candidates

Because the process of choosing a financial advisor can be a bit daunting and intimidating, it is important to keep it moving along. Otherwise, you’ll never get to the tasks at hand: financial goal setting, plan development, and implementation. It is for this reason interview appointments should be set in a timely manner, even on the same day if possible. If the process becomes drawn out, it might be more difficult to compare and contrast various advisors and what they can do for you.

Preparing for the Meeting

First find out how long you will have to meet with the advisor and what you should bring. Many advisors will have their own questionnaire to complete, though it can be time-consuming to complete these ...

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