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If a Financial Advisor Doesn’t Ask These 5 Questions in Your Consult, Keep Shopping
Yahoo Finance· 2025-09-14 00:05
When it comes to your money, a financial advisor can be a trusted resource to help provide guidance and growth. The key to a successful relationship with your advisor starts with the initial meeting. Learn More: I’m a Financial Advisor: Here Are the Top 3 Surprises My Clients Face in Retirement Find Out: 3 Advanced Investing Moves Experts Use to Minimize Taxes and Help Boost Returns GOBankingRates spoke with financial advisors to identify five key questions you should be asked in that first meeting — and ...