After the research, ask the right questions.
What is their experience?
You are looking for experience they have in solving the same issues in your same situation.
This is the most relevant question for helping you solve your issues now.
What is their organization structure?
Do they have a team of other professionals that are specialists in areas you might need help in?
How will you work together?
What are the expectations for the relationship? How often do you want to be contacted? Do you want the advisor to contact you by phone, email or face-to-face meetings?
In the end, you have to make a judgement call.
You should get a sense for whether your personalities fit and if your investment or business philosophies are a match. You and the advisor should have discussed what your expectations
are for the relationship for the next three years. If you are interviewing a personal financial
advisor, your spouse, if you have one, should also meet and interview the advisor. This advisor
is someone who will help you reach your personal and financial goals, so the better your “gut instincts” feel about this person, the better your professional relationship will be.
