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Evaluating and Selecting a Professional Financial Advisor, Part II

by Jim Schwartz, CFP®, RICP® | Dec 24, 2018 | Selecting a Financial Planner

Evaluating and Selecting a Professional Financial Advisor, Part II Dear Financial Advisor Letter™ The previous post introduced and provided the Financial Advisor Evaluation and Selection Tool™; a checklist with key questions to ask of a potential financial advisor....

Evaluating and Selecting a Professional Financial Advisor, Part I

by Jim Schwartz, CFP®, RICP® | Dec 17, 2018 | Selecting a Financial Planner

Evaluating and Selecting a Professional Financial Advisor, Part I Financial Advisor Evaluation and Selection Tool™ Too many people ask the wrong questions or don’t know which questions to ask of a potential financial advisor. In this two-part series we provide a...

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