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 * Moneybeat Blog


THE SPECIAL TRICK TO FIND THE RIGHT FINANCIAL ADVISER


WHEN YOU'RE ASKING QUESTIONS OF A POTENTIAL FINANCIAL ADVISER, BE SURE TO KEEP
SCORE

By
Jason Zweig
Updated Sept. 20, 2017 11:33 am ET

Print

Text



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.


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