Real Estate Agent · Boise, ID · Member since 2016 · 1k+ posts · 888 votes
3y
@Parker Robertson you can't. But ask what kind of work they do, and what type of clients they deal with. Let them know a goals, and see if they can offer a plan you like to reach them.
Also you don't need the best starting out just need better than where you are at. Write down questions and make sure you ask them, but don't cut them off. You can learn more by listening then talking. Open ended questions and theory questions will be better than yes or no.
Accountant · Franklin, TN · Member since 2023 · 204 posts · 91 votes
3y
Ask for some referrals and check out content that the planner has posted. You will get a feel for the personality, culture, fit, etc. I look forward to seeing responses to this as we are tax strategists and planners.