Choosing your financial advisor is a decision a that should not be taken lightly, because any professional relationship that could span decades is worthy of a formal vetting process. Donna and Nathan discuss the questions you should ask when shopping around for a new financial advisor. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 7/22/2025; Original Air Date: 3/21/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

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