Top Ten Questions to Ask Before Your Hire Your Broker

  1. Does your broker know your most important life goals?
  2. How many clients does your broker personally serve?
  3. Is your broker a stock picker?
  4. What are the criteria your broker uses to add new clients?
  5. Does your broker have account minimums?
  6. How is your broker compensated?
  7. Is your broker sufficiently risk and tax conscious?
  8. Does your broker run an independent business?
  9. Does your broker have a clean record?
  10. Will your broker call you in a crisis?

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