Interview Questions to Ask Your Financial Advisor

Financial Advisors: Give this resource to your clients to get conversations started.

As a financial advisor, offering value while also demonstrating your expertise is essential to making a lasting first impression on potential clients. A great way to do this is to give them the information they need to make informed decisions.

Download this free printable resource and use it as a top-of-funnel lead magnet in your email or Facebook marketing to help you connect with relevant prospects.


 Questions to Ask Your Financial Advisor

  • 7 interview questions that investors can use to connect with the right advisor (which is hopefully you!).

 Instructions PDF file

  • Reference this document for tips on how to distribute your lead magnet.

 Social Media Share Image

  • Share this image on your social media pages or even use it in a Facebook ad to help gather prospects.




About the authors: ReminderMedia has been providing unique and top-of-the-line client follow-up tools since 2003. With an established foundation in relationship marketing, and products like American Lifestyle magazine, we’ve developed the techniques and innovations that allow our clients to take advantage of referrals and repeat business like no other solution on the market. Click to learn more