NAPFA's "Financial Planning Diagnostic" Is A Helpful Tool For Interviewing Prospective Advisors
Available at
www.napfa.org,
the National Association of Personal Financial Advisors, a fee-only membership organization, the "Financial Planning Diagnostic" lists 26 questions for investors to ask.
The questions include those cover background information, as well as questions related to compensation, possible conflicts of interest and regulatory compliance.
In addition, there is an explanation section, explaining why it is important to learn the answers to the questions.
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