Physician Leadership Journal
Seven Things to Know Before Hiring a Financial Planner
What are the most important things to look for when hiring a new financial advisor or reviewing your current one?
March/April 2024 Vol. 11, No. 2 pp. 25–27 DOI: 10.55834/plj.3653288806
Abstract
What are the most important things to look for when hiring a new financial advisor or reviewing your current one? Are they unbiased? Do they have the ability to meet your current and future needs? What is their specialization? From compensation structures to disciplinary history, these seven questions should be in your back pocket when interviewing your next advisor.
