Enhancing the professionalism of financial advisors in the best interests of the consumer

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:

What should I look for in an advisor?
Do financial advisors only work with wealthy people?
How are financial advisors paid?
Should I interview for an advisor?
What should I ask?
How will I know if the advisor is right for me?
Are there any warning signs I should watch out for?

Click on the image below to watch the entire interview.

Find the right financial advisor by Greg Pollock

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.