Example Questions to Ask potential members of your advisory team.
Advisor's Name and Title:
A scale of 1-5 with 1 being low, and 5 high. 1 2 3 4 5
Experience working with this scenario? ~o ~o ~o ~o ~o ~o
Can the advisor provide references from other farms or businesses they have worked with? ~o ~o ~o ~o ~o ~o
How long have they been working in this field? ~o ~o ~o ~o ~o ~o
What professional credentials do they hold? ~o ~o ~o ~o ~o ~o
How long would it take to complete the process? ~o ~o ~o ~o ~o ~o
Do they have any samples/example plans used with other clients that can be reviewed? ~o ~o ~o ~o ~o ~o
Can you please provide a clear breakdown of your fee structure? ~o ~o ~o ~o ~o ~o
What is your comfort level working with this person? ~o ~o ~o ~o ~o ~o
How would you rate your family members working well with this person after you are gone? ~o ~o ~o ~o ~o ~
Cooperative Extension Program