1. What are your qualifications and designation as a financial advisor?
  2. How many years of experience do you have in the financial industry?
  3. What is your approach to financial planning and investment management?
  4. How do you charge for your services, and what are the associated costs?
  5. Are you a fiduciary?
  6. How do you stay updated with changes in the financial industry and market trends?
  7. What is your investment philosophy?
  8. How frequently do you communicate with your clients, and what is your preferred method of communication?


Remember to ask follow-up questions based on the financial advisor’s responses to gain a deeper understanding of their expertise, track record, and how well they align with your financial goals and values.