27/02/2026
Three questions to ask any financial adviser.
Before you commit to an adviser, ask these three things:
1. "Who is your typical client?" You want someone who works with people like you and understands your world.
2. "What is your investment philosophy?" Listen for calm, disciplined, and evidence-based. Not excitement or hot tips.
3. "How will we measure success?" The right answer should sound like your life, not a stock market index.
The right adviser will welcome these questions. If they do not, that tells you something too.