I am trying to make a list of questions to ask during initial interview.
Annualized rate of return compared to an index is number one
References. If he refuses because of privacy reasons then walk. If he made me money I would happily recommend him
See statement. Are they clear and concise.
What organizations does he belong to. Will they act as a reference?
Does he have educational seminars?
Does he have socials where clients can meet? If not then I would assume he does not want us to meet which is suspicious
Any costs in or out?
Annualized rate of return compared to an index is number one
References. If he refuses because of privacy reasons then walk. If he made me money I would happily recommend him
See statement. Are they clear and concise.
What organizations does he belong to. Will they act as a reference?
Does he have educational seminars?
Does he have socials where clients can meet? If not then I would assume he does not want us to meet which is suspicious
Any costs in or out?