Financial Planner or Financial Advisor Questionaire
Question 1: How Long Have You Been A Financial Planner or Financial Advisor?
Question 2: How Long have you worked here at Firm's Name?
Question 3: Do you consider yourself a financial planner or financial advisor?
Question 4: How many meetings will this take?
Question 5: What kind of Qualifications and Certifications do you have?
Question 6: Do You Usually Put Your Clients in Mutual Funds or Stocks?
Question 7: What kind of returns did you get for your clients in 2007?
Question 8: If this financial planner was a referral from someone, ask if this is the same kind of thing they did for your friend. (Is this what Herb did?)
Question 9: How do you get paid?
Question 10: How much do you get paid?
Question 11: Do You sell insurance?
Question 12: If they sell insurance ask them Which company you sell insurance for?
Question 13: Can you invest me in American Funds Mutual Funds?
Question 14: Will I always meet with you?
