What are questions you can ask a subject matter expert to help you evaluate them, identify which ones you'll work with best, and who is truly an expert?

Article ID: 228

Last updated: 20 Nov, 2019

Mark Little thoroughly covers this at the Values Based Financial Planning Office™ program at the Academy 2, in Module 8 of Mastery Series™ 3, and on the Trusted Advisors Toolkit™

Basically you want to know 3 things:
- Their experience and expertise in their subject
- Who their Ideal Client is (and does it line up with your Ideal Client Profile)
- How effective their staff is at delivering their client service experience.

Just like any job interview process, ask direct questions about these things, verify it’s true by going through their process yourself and checking references.

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