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A Special Trick To Finding The Right Financial Advisor

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#1 tony

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Posted 12 September 2017 - 02:27 PM

When looking for a financial adviser, asking the right questions matters. How you ask them might matter even more.

In my last column, I recommended 19 questions that investors should ask a prospective financial adviser. It uncorked a flood of comments, emails and tweets — some from advisers annoyed at having to defend their practices, many from investors hesitant to pose so many questions lest they muddy the waters of a conversation they expect to keep cordial.