What questions should you ask a financial advisor?

Pose strategic questions to prospective advisors and you can quickly weed out the pros who don't fit your needs. During financial and retirement planning sessions, you can lean on pointed queries to reveal assumptions that should be refined. And in your annual reviews, targeted questions can uncover what’s really working in your financial plan.

How do I get better financial advice?

You'll get better advice by being the type of client your advisor wants. This question should lead into your net worth, your risk tolerance, and your overall financial goals. Be prepared to discuss those topics, so you and the advisor together can decide if you'll make a good team.

How do I get the most value from a financial advisor?

You'll be asked to sign into your Forbes account. To get the most value from your financial advisor, you must ask the right questions. Pose strategic questions to prospective advisors and you can quickly weed out the pros who don't fit your needs.