CheckMate

As a potential financial advisor, you need to have some idea of what clients might ask you.

One good way to do that is to see what financial publications might be telling people that they should ask you, since there’s a good chance your potential customers are reading those magazines.

This short article in the November issue of Kiplinger’s Personal Finance magazine gives you a nice succinct list of questions you could be asked - take a look:

“What to Ask Your Financial Adviser”

Nothing particularly complex there (although the answers to those questions could very well be), but those are all questions you better be prepared to answer.

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