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 [...]

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A Financial Planner’s knowledge tends to be broad but not particularly deep in any one aspect.  To become certified a Planner would need 3 years of relevant experience, take five core classes and pass a comprehensive exam.  Planners sometimes go on to specialize. Share on Facebook

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