Selecting a Financial Advisor. If you’re shopping around for a new financial advisor or simply reviewing your relationship with your current advisor, there are some essential questions you should ask. 1) What qualifies you to provide financial advice? Ask about qualifications, continuing education, and areas of expertise. 2) What is your approach, and what services does it include? Discuss investment style and availability. 3) What am I paying for all of this? 4) What should my goals be, and how can you help me achieve them? Define your goals and create a plan. 5) How will we measure success? Ask the advisor for references.