Questionnaire

What Questions Should You Ask Your Advisor?

Clients will also have access to questionnaires customized to their specific financial situation. The goal of the questionnaire is to provide the client with insight to their existing and potential financial needs, as well as shed light on a candidate advisor’s expertise and qualifications.

 

Grade Your Advisor's Answers to Customized Questions

Client’s can submit the results of the questionnaire to Advisor Analyzer, and we generate a report highlighting the advisor’s overall areas of strength and weakness. The questionnaires cover topics ranging from product knowledge, investment analysis, portfolio management, tax planning, wealth transfer, retirement planning, insurance planning, and so forth. The client may choose which topic area is most suitable for them, or Advisor Analyzer can create a customized questionnaire derived from the client’s personal information.

 

Analyze Your Advisor's Investment Philosphy

For personalized reports, Advisor Analyzer reviews the client’s current holdings and other financial information to tailor a client specific question set to be answered by the advisor. The questionnaire assesses why a certain investment or allocation was chosen, and the logic behind the various transactions conducted throughout the year. Questionnaires can be used to gain insight as to the advisor’s philosophy and categorization of risk and returns parameters, and how that relates to the client and their holdings.

 

To learn more about Advisor Analyzer Services please give us a call at: 646-434-5497 or email us at: services@advisoranalyzer.com