Questions to Ask on a Blind Date With Your Financial Planner

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If you’re hiring a financial planner for the first time, or you were unhappy in your old relationship and seeking a new partner, this list is for you.

It’s important to find the right advisor that fits your particular needs, and that involves asking the right questions. Here are the top five questions you should ask.

To download the checklist, please enter your information above. Then check your email for your copy!

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