FOR THE PUBLIC
The process of finding the right financial advisor requires both an advisor who is transparent about his or her business practices and an individual who is willing to put the requisite time and effort into the search. Advocis President & CEO Greg Pollock firmly believes that people should interview prospective financial advisors in depth before making any decisions. Each of the questions below, answered by Greg in a short video clip, should give you all the background information you need when it comes to interviewing advisors.
Seven questions to consider when choosing right financial advisor:
Click on the image below to watch the entire interview.
To download a PDF of the Finding the Right Advisor Interview Guide, click here.
To find an Advocis advisor or planner in your area, click here.