Toolkit - 105 Questions to Ask Financial Advisors

Trust with financial advisors isn’t built through pitches. It’s built through better conversations.

The fastest way to earn trust with a financial advisor isn’t by talking; it’s by asking better questions.

The kind of questions that:

• Reveal how they think
• Expose gaps in their planning
• Help them feel understood (which almost no one does)
• Naturally position you as someone worth working with

105 Meaningful Questions for Financial Advisors is a structured, real-world guide designed to help you have deeper, more productive conversations with financial professionals.

Inside, you’ll find curated questions across key areas like:

• Understanding their business and story
• How they attract and serve clients
• Their planning process and philosophy
• Their professional relationships
• Their views on risk, markets, and strategy
• And how (or if) they think about housing wealth

Ideal for loan officers who want deeper relationships, more advisor-client introductions, and long-term advisor partnerships.

**IMPORTANT: If you've already purchased the Course, Meeting with Advisors, this document is included with that course, don't purchase it again!  It also includes the Advisor Profile Fact Finder.  Want both of those downloads and the full course? You can check out that course HERE.