9 smart questions I expect to be asked by clients:
1. How much experience do you have?
2. What are your qualifications?
3. What services do you offer?
4. What is your approach to investing?
5. What are your results?
6. How will I pay for your services?
7. How much do you typically charge?
8. Have you ever been disciplined for any unlawful or unethical actions in your professional career?
9. Can I see my accounts online 24/7?