The Affairs Organizer Blog

The Wall Street Journal’s Shelly Banjo knocked the ball out of the park with this article.

1. What’s in the adviser’s background?
2. What do the adviser’s clients say?
3. How does the adviser get paid?
4. Where are the adviser’s checks and balances?
5. What’s the adviser’s track record?
6. Can the adviser put it in writing?
7. What do other pros think?

Take a few minutes to read the whole article at http://online.wsj.com/article/SB123913983139498483-email.html