CFPs and others – how to tell if you have a good financial advisor

Reporter: Dawn Reiss

Publication: U.S. News & World Report


Deadline: Jun 5, 2017 3:00 pm

Hi, Looking for CFPS and others to discuss warning signs of why a financial advisor might be terrible. Please response with answers via email. I will call to follow-up with questions. Please include your name, title, company name, city, state, contact phone and email. Please be as detailed as possible. How should everyday investors “vet” and/or shop around for a financial advisor? What questions should they ask on a checklist to make sure they are getting a reputable person? What are potential warning signs your financial advisor might not have your best interests at hand and why? (Please be as specific as possible.) What questions should investors ask to avoid these situations, especially when meeting with a new financial advisor? How can investors double check the facts, figures, information an advisor is giving them? If there a fee range that is reasonable/unreasonable, especially for millennials and newcomers who are just starting to invest? What else haven’t I asked that is important? Under a tight deadline and have to file the story on Monday.

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