After talking with over 1,000 financial advisors from over 100 different firms and helping advisors transition over $25B in assets, we developed this list based on their experiences.
This 17-page PDF guide includes questions about topics such as client account requirements, pricing models, transition, and more.
Here are a few examples:
We developed this list after years of hearing advisors say, “I wish I knew that earlier when I was looking for a new firm.” We hope this PDF will help you:
If you think there’s something other advisors would benefit from asking, please let us know so we can add it to the PDF!