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10 Questions To Ask When Interviewing A Financial Advisor - Part 2


Chris and Lindy reveal the second 5 factors you need to consider when interviewing a financial advisor. Interviewing a financial advisor is more than just their background, method of compensation, or compliance record. There’s a softer edge of what your trying to figure out. Someone you can have a successful long-term relationship with is a great match.

Check the background of this firm/advisor on FINRA’s BrokerCheck.