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1. What guidelines or rules do you attempt to follow with your money and investments?

2. What experiences have you had with your financial situation that has been productive? Disappointing?

3. What are your expectations of a financial advisor? How much communication would you like?

4. What hesitations (if any) do you have in working with an advisor?

5. Have you or anyone you know had their situation mismanaged by a financial advisor?

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