Tuesday, October 16, 2007

The 7 Questions

Here are the 7 Questions you should ask a prospective financial adviser at the first meeting:

Who are you?

What do you do?

Why do you do what you do?

How do you do what you do?

Who have you done it for?

What makes you different?

Why should I do business with you?

We'll talk about the "right" answers in a future post.

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