Download all 3 Files Here!

Would you like to feel confident and in control talking to an investment advisor? I wrote this guide to give you the tools you need and the questions to ask so that you can confidently get the answers you need as you interview financial advisors.

The guide is divided into three files:

The guide book in .pdf format

A blank RFP in .pdf format

A blank advisor fees spreadsheet in .xlsx format

Be sure to download all three!

Feel Confident Talking to an Advisor by Teri Frisch