Who do you trust with your money?
April 5, 2011 8:36 AM
Financial advisor Stephanie Holmes offers suggestions on what to look for before you hire someone to manage your money.
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Here are Stephanie's questions for an interview with a financial advisor:
-How many clients do you have?
-How many clients do you want to have?
-How rapidly are you growing your business?
-Will I get to talk to you directly when I call?
-If you are not available to talk to me, who will act on your behalf?
-How frequently do you normally see your clients?
