Advisor Interview Scorecard
Many evaluate advisors based solely on past returns – a 'traditional' approach focused on market comparisons. Yet, a truly 'sound' partnership considers both quantifiable results and the foundational philosophy driving those outcomes, ensuring alignment with your unique life vision, not just an index. Our S3 Constitutional approach advocates for understanding an advisor's deepest values before committing.
To empower your decision-making and elevate your selection process, we've developed The S3 Advisor Interview Scorecard. This framework moves beyond superficial metrics, guiding you to ask four powerful questions that reveal an advisor's true philosophy on success, volatility, transparency, and the scope of their service.
Whether you're a tech professional navigating complex compensation, a business owner building a legacy, or a pre-retiree safeguarding your future, this systematic scorecard ensures you partner with an advisor whose definition of "winning" matches your own, providing the clarity and confidence you deserve.
Download The S3 Advisor Interview Scorecard and transform how you choose your financial partner.
DISCLAIMER: This content is for educational purposes only and should not be considered personalized financial advice. Always consult with a qualified financial professional before making financial decisions.