Free Guide
How to Interview a Financial Advisor
The questions that separate a true fiduciary from a salesperson.
- 10 questions every advisor should answer clearly
- How to surface hidden fees and conflicts of interest
- What “fiduciary” actually means — and how to verify it
- A simple scorecard to compare candidates side by side
Inside the download
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Why it matters
Choosing an advisor is one of the highest-stakes financial decisions you’ll make, yet most people don’t know what to ask. These questions cut through the pitch to reveal how an advisor is paid, whether they’re a fiduciary, and whether their advice is truly in your interest.
Built by Peter Lazaroff, CFA, CFP®, the same tools he uses with clients as Chief Investment Officer, distilled into something you can put to work today.
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