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10 Questions Financial Planners Wish You'd Ask - by Susannah Snider USNews staff reporter

Thu, May 04, 2017 at 1:30PM


When it comes to enlisting the services of a financial advisor, the process is a bit like dating , just like you want to find a partner who shares your goals, communicates clearly and inspires trust, you want to find a financial pro who exhibits those qualities.

U.S. News asked financial planners which questions they wish their clients would ask them.   Their responses are below

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