Money magazine shared four tough questions designed to poll your Financial Planner’s level of frankness.  Sometimes the best customers can come out of the big reveal.

1) What was your largest mistake over the past 10 years?

2) Do your financial incentives always line up with my best interests?

3) How have your clients’ portfolios performed over the past 10 years?

4) If I wanted to buy a couple of broad index funds or ETFs, which would you recommend?

With a little work you could probably figure out a way to put all of the service professionals in your life to the test.

Share on Facebook