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[quote=Anonymous]Yes, we interviewed 4. One was a traditional advisor through Raymond James (my parents use him), and 3 were fee only advisors that I picked from research. One lower end targeting millennials and people who wanted help getting started out, one mid range, and one super high end that targeted doctors. All very different, and we learned a lot from talking with them all. We were also very up front about who we are talking with, so we didn't waste their time if they didn't think it was a possible fit.

I hate the process of interviewing 3 (home improvement contractors, doctors, advisors, realtors, whatever), but let me tell you - it is the way I've made the best decisions and the process has paid off over and over again. It's not even so much about who I ended up going with - I usually had a gut feel from my research and talking to them on the phone that ended up being right. But what you learn doing the process of talking to that many is very valuable.

The research and coordinating appointments is the worst, when you just want to get it done. But it is probably some of the highest return on investment hours you'll ever spend. [/quote]

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