The 9 Questions to Ask Your Next Advisor…

BEFORE You Hire Them!

Choosing an advisor can be a difficult decision. There are so many different types, each with their own unique set of skills and experience. So how do you know which advisor is right for you?

In This Free Guide You'll Discover:

  • Tips for interviewing your next advisor 
  • The 9 must ask questions of any advisor you meet, before you hire them!  
  • The importance of understanding how your advisor gets paid.
  • The 13 different types of fees you may incur working with an advisor and the pros and cons of each.
  • The importance of a clean regulatory record.
  • And much, much more!

When it comes to choosing an advisor we understand it can be a difficult decision, so we’ve developed this FREE report to help you through the process. Get your copy today!

About the Author

Dana is a CERTIFIED FINANCIAL PLANNER (CFP®), a fee-only fiduciary, and the Founder and CEO of Twin Cities Wealth Strategies, Inc. With over 15 years of experience in the financial services industry, he provides trusted financial advice and guidance to busy professionals, business owners, medical professionals, entrepreneurs, and families so they can concentrate on the things that matter most to them. Dana believes that everyone’s situation is unique and that they have a right to a trusted advisor who puts their interests first. 

In his spare time, Dana is very active in the local community. He is a sought-after speaker to local groups, companies, and schools on the topic of financial literacy. Dana resides in Maple Grove, Minnesota with his wife, Sonja, and three daughters, Isabel, Gianna, and Jessica.