If you’re in the market for a new financial advisor, or just want to do a quick assessment on the advisors you currently have, we’ve got a great tool from Smart Business Stupid Business.
Click through on the Advisor Checklist LINK to get your FREE copy.
And one more piece of advice, make sure that you’re asking the right person the right question. You don’t want to ask your banker a tax question and you don’t want to ask your CPA a legal question. Make sure you take full advantage of the advisors on your team by playing to their strengths.