10 Questions Financial Planners Wish You’d Ask

10 Questions Financial Planners Wish You’d Ask

When it comes to enlisting the services of a financial advisor, the process is a bit like dating. Just like you want to find a partner who shares your goals, communicates clearly and inspires trust, you want to find a financial pro who exhibits those qualities. U.S. News asked financial planners which questions they wish their clients would ask them. Their responses are below. [See: 8 Times to Talk to a Financial Advisor.] “How do you get paid?” This question is absolutely essential for clients who are visiting a financial…