How to interview and hire a financial planner…the AMD way

Hello everyone, if you have made it this far welcome to my first blog post! Blogging (or really writing in general) was something I genuinely had zero interest partaking in previously. Partially because I do not believe I am good at writing in any formal manner, but also because I did not understand the purposed it served. I always said to myself “Who cares about the opinion of some stranger and what he types on his laptop?”. But in the age of advancing AI capabilities and a better understanding of the importance of branding since starting my own company, I have realized a few things. And one of those things is expressing your authentic voice through a digitally platform that can be accessed at all times is crucial to building a . Think about it, in what other form of marketing can you pick up a pen (in this case a keyboard), express your expertise in niche topics, and have the content be available to clients and customers at all times for them at a fraction of the cost of traditional advertising? As I assume we have all noticed since the explosion of online use coming out of the pandemic, I have seen first hand as a consumer of the said content watching build a following, increase their client base, and ultimately grow their business by being authentically them. Not a bad gig! So going forward, I will be writing to this blog using

Since I recently launched my own firm, I only think it is right to write about how I would choose a financial planner as someone in the business, and personally how I prepare for these kinds of questions and use them to my advantage rather than be worried about a client interview. Attached to this blog is a take away document that you can use for your personal use, whether to ask me, your current advisor, or other advisors you are considering helping.