4)Will I be working with you? Will I be working with a team? These are important to ask. You don’t want to be told you will be working with one person, then come to find out that another team has been put in place. It defeats the whole purpose.
5)How much contact will I have with you? This is equally as important. If you are not going to have much contact with the person, why are you doing business with them? The less contact you have with the person, the less priority your financial planning will have. It also means that you are just another number to the firm.
You are a person. You deserve to be treated with some sense of importance.Don’t allow yourself to be treated as number.