Interview Questions for Your Financial Advisor

Stand apart from your competitors with this compelling lead magnet.

When you’re a financial advisor, it’s essential that you offer value and demonstrate your expertise to all of your potential clients. One of the best ways to do this is by giving them the information they need to make informed decisions.

Use this free printable 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