Remember when I started looking for an advisor many months ago before I got buried in my job? I kicked my search back into high gear today by making appts with financial advisors over the next couple of weeks. For kicks, I'm throwing in a couple of interviews with high net-worth advisors highlighted in Barrons' most recent Top 100 list. I'll have a little fun with this, and see for myself if a "Top 100" advisor is really much better than any other advisor. I know all the questions to ask now, and expect to be fairly knowledgeable about evaluating advisors after this process.
I was initially impressed by one of the advisors in that she was actually suspicious of my cold call. She thought I was putting her on (thought I was trying to recruit her or obtain some competitive information), so didn't divulge much information about her accounts or sound very friendly at all until she verified me by Googling me. Someone careful handling my money, I like that.
She said she was suspicious because I sounded too familiar with the drill.
Feel free to leave comments on any burning questions you may have for a financial advisor. I blogged a while back about some questions I asked, will provide an update on the question list (it's longer now) and how each advisor answered.