8 Questions Financial Advisors Should Ask Their Clients

I thought this entry would be interesting for both financial advisors and for people who work with them.  Having a truly productive relationship with your financial advisor means trusting them and giving them the needed information to figure out how to really help you.  Much of that information doesn’t come out through back and forth discussion and needs to be extracted through specific questions and elaborate answers.  Below are 8 of the questions which I ask my clients that I think really help to gain a more complete understanding of their financial profile: Continue reading