Summary: Financial advisors should ask specific questions during consultation for a successful long-term fit.

From Yahoo Finance: 2025-05-18 09:16:00

Financial advisors can be vital in safeguarding finances. The initial meeting is crucial for success. Advisors should inquire about financial goals, risk tolerance, and values. Early financial experiences shape attitudes. Personalized guidance is key. Watch for red flags like dominating conversations or pushing products. Advisors should tailor advice to individual needs for a strong long-term fit.



Read more at Yahoo Finance: If a Financial Advisor Doesn’t Ask These 5 Questions in Your Consult, Keep Shopping