What if you are no longer in the business? How will I be taken care of?

What is the difference between you and a financial advisor from the bank?

How is my information being kept with you? Are they secure?

How are you meeting your clients now? Virtual or in person?

Do you guys help with tax filing services?

How often do we meet for a review session during the year?

How do you get paid?

How will our relationship work?