Yahoo!Finance: I’m a Financial Advisor: These Are the 5 Questions I Wish New Clients Asked”
GoBanking Rates, March 22, 2026 — “When you first meet with a financial advisor to see if they’re a good fit, you likely have at least some idea of the questions you want to ask,” writes Chris Adams in today’s article on Yahoo!Finance. “Some financial advisors and experts GOBankingRates talked to suggested some questions they wish new clients asked. You may be surprised how such simple inquiries could lead to useful information as you try to find a good match.”
Marguerita Cheng, CFP, CEO of Blue Ocean Global Wealth, recommends asking: What Is Your Investment Philosophy?
“This is among the questions I wish new clients would ask. After all, it’s incredibly helpful for the investment philosophies of the client and the financial advisor to align.”