Skip navigation

Ten Interview Questions for Hiring the Best Advisors

Hiring quality financial advisors is not easy.

Sure, you can hire by the numbers, but that’s no guarantee. Financial planning is an intimate, deeply personal service, so the best candidates are those who display those high levels of empathy, listening skills, and values-based decision-making combined with analytical skills and a motivated work ethic.

To determine these traits, there is no substitute for a skilled interview. Interviews start with questions.

We queried a variety of advisory firms and recruiters serving the financial services industry for questions they ask to identify the best candidates and what kind of answers they’re looking for.

Here are 10, advisor-tested interview questions that will get the conversation rolling, and what they’re looking for in return.  

John Kador is the author of 20 books. His latest book (with Brian Cohen) is What Every Angel Investor Wants You to Know: An Insider Reveals How to Get Smart Funding for Your Billion Dollar Idea(McGraw-Hill).


Hide comments


  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.