Finding the Right Advisor
A Consumer Interview Guide
While we certainly hope you choose Davison & Orser Wealth Planning for your financial planning needs, the following questions can be used by anyone to get a feel for an advisor’s qualifications prior to any commitment.
Questions about the Advisor:
Do you have any specialized education or designations related to your practice?
What do you do to keep your knowledge up to date?
Do you belong to any professional associations and if so, which ones?
Questions about their practice:
How long have you been practicing?
Do you have many clients with similar financial needs to mine?
Would it be possible for me to speak with some of your clients?
Questions about working together:
How will we be working together and will you be involving anyone else in the process?
How will I pay you?
If something goes wrong such as an error on your part, do you have sufficient liability insurance to cover things like that?