Interviewing Financial Advisors

Scheduling and Confirming Appointments
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Interviewing Financial Advisors


James Rukstalis contributed to Advisor’s Magazine for their latest article, Interviewing Financial Advisors, which discusses what important questions you should ask when you approach a financial advisor for guidance.

“You want to see if this person has put in the effort to learn, to know what they’re doing, and then what are the tools and methods that they use.”