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Sample paragraph
Interviewing Your Future Financial Planner
An introductory meeting with a financial planner is all about questions. The planner will ask you questions, and you should have a number of questions to ask the planner. In fact, you will be interviewing the planner.
First Impressions
Your prospective financial planner will most likely be asking questions to gain insight (an impression) as to the types of investments in which you might be interested, your funding resources, and the type of investor you might be – conservative, high-risk taker, or somewhere in between.
You will be asking questions about the planner’s experience, qualifications, training, and areas of financial planning expertise. In addition to the “data” you gather, your first impression may include:
• Comfort/discomfort - do I feel comfortable speaking with this planner?
• Does he carefully and respectfully listen to me or am I being cut off before I can complete a sentence or question?
• Can she explain services to me clearly and describe how they can help me with my financial interests?
Core Questions
contd..