1. How satisfied are you with your current Advisor relationship?
2. Has there been enough contact with your current Advisor?
3. Has your advisor been able to properly identify your financial goals?
4. Has your advisor been able to help you achieve your goals or at least be on track?
5. Has your advisor identified all your Insurance needs
6. Has your advisor been responsive and attentive to all of your needs?
7. On a scale of 1-10 what would be your comfort level with discussing all your financial investments with your current advisor?
8. Does your advisor demonstrate that he values your business?

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