CovenantLogoHorizCropped.png

Questions to Ask a Financial Advisor Before You Hire

Find the best financial advisor for you and your family by asking the right questions

Questions to Ask a Financial Advisor Before You Hire

Learn key questions you should ask a financial advisor to find the best partner for you.

These 25 interview questions will help you determine if the financial advisor you hire is the right one for you!

TV ads may talk about your hopes and dreams, but ultimately salespeople focus almost exclusively on getting you to purchase their products.

 

When it comes to your finances, the situation is the same. Many financial services professionals are paid by your buying their insurance and investment products.

Your financial situation is complex; a true financial advisor will analyze your current condition, make prudent recommendations and support you along the way.

The Financial Advisor Comparison Tool, created by the National Association of Personal Financial Advisors (NAPFA) is a thorough questionnaire you can use to evaluate a financial advisor.

 

The questions and popular answer key will help you make an informed decision based on the responses a financial advisor provides.

  • Facebook
  • Twitter
  • LinkedIn Social Icon

By reading this guide, you will learn powerful questions to help you:

Find the best financial advisor for you and your family.

Find out if your advisor is required by law to put your interests ahead of  their own.

Learn if your advisor is just a salesperson or an experienced expert.

Better understand the different types of financial advisors.

Find a financial advisor who specializes in  your area of need.

How to tactifully determine the financial advisor's compensation model and identify potential conflicts of interest.

TAKE A PEEK INSIDE THE FINANCIAL ADVISOR INTERVIEW GUIDE

FREQUENTLY ASKED QUESTIONS

Why do I need to fill out the information requested?


We will always keep your personal information safe. We ask for your information in exchange for a valuable resource in order to (a) improve your browsing experience by personalizing the Covenant Wealth Advisors site to your needs; (b) send information to you that we think may be of interest to you by email or other means. You can read more about our privacy policy here.

Is this really free?

Absolutely. Just sharing some free knowledge that we hope you’ll find useful. Keep us in mind next time you have marketing questions!

DOWNLOAD YOUR GUIDE NOW

We're committed to your privacy. Covenant Wealth Advisors uses the information you provide us to send you our free newsletter. You may unsubscribe from these communications at any tme. For more information, check out our Privacy Policy.

© Copyright 2019. Covenant Wealth Advisors, Inc. All rights reserved. Covenant Wealth Advisors is a Registerd Investment Advisor located in Richmond, VA and Williamsburg, VA.