{"id":7411,"date":"2016-05-11T05:11:54","date_gmt":"2016-05-11T12:11:54","guid":{"rendered":"http:\/\/blog.paladinregistry.com\/?p=7411"},"modified":"2016-05-11T05:11:54","modified_gmt":"2016-05-11T12:11:54","slug":"how-to-interview-a-financial-advisor-ebook","status":"publish","type":"post","link":"https:\/\/www.paladinregistry.com\/blog\/advisors\/how-to-interview-a-financial-advisor-ebook\/","title":{"rendered":"How to Interview a Financial Advisor – eBook"},"content":{"rendered":"

Investors do not deliberately select bad advisors. And yet millions of investors have bad advisors. What went wrong?<\/p>\n

These investors made bad decisions based on information that was communicated to them when they interviewed and selected advisors.<\/p>\n

Investors used interviews to gather information that helped them select the best advisors. Unfortunately, a high percentage of advisors viewed the interviews as a sales activity.<\/p>\n

It is you and your assets versus the advisors who need your assets to make money.<\/p>\n

To learn about the process and the questions you should be asking, download a Free copy of my eBook, How to Interview a Financial Advisor.<\/a><\/span><\/strong><\/p>\n

Here are five\u00a0things to consider before interviewing and hiring that advisor\u2026.<\/p>\n

    \n
  1. You should always look for the most competent financial professional vs. the most conveniently located to you.<\/li>\n
  2. Word of mouth referrals can be very dangerous\u2026think of Bernie Madoff\u2019s victims.<\/li>\n
  3. You should\u00a0interview at least three financial professionals. Having a choice is very important so you can compare apples to apples. Use the same interview questions for each advisor.<\/li>\n
  4. Be sure you obtain written documentation from each advisor regarding his\/her background, experience, credentials<\/a><\/span><\/strong>, business practices, compensation, conflicts of interest, etc. Having this in writing is key. Also consider\u00a0doing a background check on the person to ensure there are no hidden skeletons in the closet (prior convictions, bankruptcy, liens, compliance issues). Know who you are hiring!<\/li>\n
  5. Don\u2019t hire a financial advisor or financial planner just because they are nice and personable. There\u2019s nothing wrong with liking your advisor, however, you should never hire just because you like them. Being nice doesn\u2019t always equate to competence. Many highly competent financial professionals are very quantitative and detail oriented. I\u2019d much rather have this skill set managing my financial future, personally!<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"

    Investors do not deliberately select bad advisors. And yet millions of investors have bad advisors. What went wrong? These investors made bad decisions based on information that was communicated to them when they interviewed and selected advisors. Investors used interviews to gather information that helped them select the best advisors. Unfortunately, a high percentage of advisors viewed the interviews as a sales activity. It is you and your assets versus<\/p>\n","protected":false},"author":2,"featured_media":7415,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[325],"tags":[],"class_list":["post-7411","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-advisors"],"yoast_head":"\nHow to Interview a Financial Advisor - eBook<\/title>\n<meta name=\"description\" content=\"To learn about the process and the questions you should be asking, download a Free copy of my eBook, How to Interview a Financial Advisor.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.paladinregistry.com\/blog\/advisors\/how-to-interview-a-financial-advisor-ebook\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Interview a Financial Advisor - 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