Financial Advisor Question:

► Describe your management style or philosophy?
► How do you choose investments and how often do you adjust portfolios?
► Do you prepare a written plan for your clients?
► Do you have a backup plan?
► How do you make your clients feel that you are someone to trust with their money?
► Can you describe your ethical responsibility to a client regarding monetary risk?
► Can you offer your budgeting practices concerning a retirement forecast?
► How do you maintain your customer base?
► Can you build a customer base from the beginning?