I passed along this tip to my financial adviser\u00a0today\u00a0and she loved it.<\/p>\n
“If I were you,” I said, “I’d grab the\u00a0Wealth Manager special section inside Monday’s (April 13, 2009)\u00a0Wall Street Journal. There’s a cover story on Seven Questions to Ask When Picking a Financial Advisor<\/a>. Buy several issues and when meeting with prospective clients, show them the section, and encourage them to ask you those questions.”<\/p>\n The questions are:<\/p>\n 1. What’s in the adviser’s background?<\/p>\n 2. \u00a0What do the adviser’s clients say?<\/p>\n 3. How does the adviser get paid?<\/p>\n 4. Where are the adviser’s checks and balances?<\/p>\n 5. What’s the adviser’s track record?<\/p>\n 6. Can the adviser put it in writing?<\/p>\n 7. What do other pros think?<\/p>\n You can also\u00a0create a video<\/a>\u00a0encouraging people to ask you those questions, and upload it to the video-sharing sites. If\u00a0you’re seeking mostly local clients, use geographic\u00a0tags.<\/p>\n On\u00a0Twitter, tweet about the videos<\/a>\u00a0or\u00a0the questions and link to the article. Likewise on Facebook.<\/p>\n What other creative ways can you use that section?<\/p>\n","protected":false},"excerpt":{"rendered":" I passed along this tip to my financial adviser\u00a0today\u00a0and she loved it. “If I were you,” I said, “I’d grab the\u00a0Wealth Manager special section inside Monday’s (April 13, 2009)\u00a0Wall Street Journal. There’s a cover story on Seven Questions to Ask When Picking a Financial Advisor. Buy several issues and when meeting with prospective clients, show\u2026 Read More<\/a><\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_genesis_hide_title":false,"_genesis_hide_breadcrumbs":false,"_genesis_hide_singular_image":false,"_genesis_hide_footer_widgets":false,"_genesis_custom_body_class":"","_genesis_custom_post_class":"","_genesis_layout":"","iawp_total_views":1,"wds_primary_category":615,"footnotes":""},"categories":[615],"tags":[427,59,33],"class_list":{"0":"post-3547","1":"post","2":"type-post","3":"status-publish","4":"format-standard","6":"category-print-media","7":"tag-marketing","8":"tag-video","9":"tag-youtube","10":"entry"},"featured_image_src":null,"featured_image_src_square":null,"author_info":{"display_name":"Joan Stewart","author_link":"https:\/\/purelysupp.com\/publicity\/author\/jstewart\/"},"_links":{"self":[{"href":"https:\/\/purelysupp.com\/publicity\/wp-json\/wp\/v2\/posts\/3547","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/purelysupp.com\/publicity\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/purelysupp.com\/publicity\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/purelysupp.com\/publicity\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/purelysupp.com\/publicity\/wp-json\/wp\/v2\/comments?post=3547"}],"version-history":[{"count":1,"href":"https:\/\/purelysupp.com\/publicity\/wp-json\/wp\/v2\/posts\/3547\/revisions"}],"predecessor-version":[{"id":42109,"href":"https:\/\/purelysupp.com\/publicity\/wp-json\/wp\/v2\/posts\/3547\/revisions\/42109"}],"wp:attachment":[{"href":"https:\/\/purelysupp.com\/publicity\/wp-json\/wp\/v2\/media?parent=3547"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/purelysupp.com\/publicity\/wp-json\/wp\/v2\/categories?post=3547"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/purelysupp.com\/publicity\/wp-json\/wp\/v2\/tags?post=3547"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}