Is Your Financial Advisor the Right Fit For You?

Use this evaluation guide to know if your advisor is truly working in your best interest, understand what questions to ask, and make an informed decision about
your financial future.
GET THE CHECKLIST

Is Your Financial Advisor the Right Fit For You?

Use this evaluation guide to know if your advisor is truly working in your best interest, understand what questions to ask, and make an informed decision about your financial future.
GET THE CHECKLIST

AS SEEN ON

AS SEEN ON

Join 1,000+ Women Taking Control of Their Finances


”

I used Jill's Evaluation Guide at my annual review and discovered my advisor wasn't a fiduciary. He was legally allowed to recommend products that earned him higher commissions even if they weren't best for me. I switched to a fiduciary advisor and I'm saving $8,000/year.


— Sandra P.


”

For years, I thought my advisor had to work in my best interest. The Evaluation Guide showed me he was only held to a 'suitability' standard. That one distinction changed everything. I found a real fiduciary within two weeks.


— Michelle W.


”

The Evaluation Guide gave me the exact questions to ask. When my advisor got defensive and couldn't answer them clearly, I knew I had a problem. I'm now with someone who welcomes these questions and provides complete transparency.

— Joyce T.

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Join 1,000+ Women Taking Control of Their Finances


”

I asked my advisor if he was a fiduciary. His answer? 'Well, it depends on the service.' That's when I knew something was wrong. Jill's checklist helped me find $18,000 in hidden revenue sharing fees.


— Sarah M., Tech Executive


”

My advisor said I 'didn't need to see' his Form ADV. After watching Jill's video and using this checklist, I realized he was getting paid by the fund companies to recommend specific products. I switched advisors immediately.


— Michelle K., VP of Operations


”

I'm a Harvard MBA and I had no idea my advisor had so many conflicts of interest. This checklist showed me exactly where to look and what questions to ask. My new advisor scored 18/20 on transparency.


— Dr. Linda T., Management Consultant

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Meet Jill Collins: Your Guide to Financial Clarity

I've worked with over 1,000 successful women, and here's what I've learned: most of you aren't sure if your financial advisor is the right fit.

You suspect something isn't quite right, but you don't know what questions to ask. You feel talked down to in meetings. You sign paperwork you don't understand. You're paying for advice but wondering if you're getting your money's worth.

And the worst part? You think there's no way to know for sure.

There is.

After helping hundreds of clients evaluate their advisor relationships, I created this comprehensive evaluation guide.

It's the same framework I use to help my clients determine if their advisor is truly the right fit or if they should make a change.

You deserve an advisor who is legally required to put your interests first.

This guide shows you how to find out if you have one.

 

Here's what you need to know:

  • Not all financial advisors are fiduciaries (legally bound to your best interest)
  • Many "advisors" are actually salespeople earning commissions
  • Your advisor might get paid MORE when you choose expensive products
  • These conflicts are disclosed... buried on page 47 of documents you never see

You deserve to know if your advisor is the right fit for you.

This Evaluation Guide gives you the questions, the framework, and the confidence to make an informed decision.

Meet Jill Collins: Your Guide to Financial Clarity

I'm Jill Collins, wealth strategist and creator of the Wealthy Woman Blueprint. 

Here's what I've learned after 15+ years helping successful women with their finances: the biggest threat to your wealth isn't bad investments or market crashes. 

It's conflicts of interest you never knew existed. 

I've seen senior executives lose six figures to hidden revenue-sharing fees. I've watched smart, capable women stay with advisors who were legally allowed to put fund company profits ahead of their clients' best interests. 

And the worst part? These conflicts are completely legal as long as they're "disclosed" in 40-page documents written in legal jargon. 

That ends today. 

I've created this Strategic Evaluation Checklist to show you exactly where these conflicts hide and how to protect yourself before it costs you another dollar. 

This isn't about "catching" your advisor doing something wrong. This is about having the framework to make informed decisions about who you trust with your financial future. 

You deserve complete transparency. This checklist gives you the tools to demand it. 

With clarity and confidence,

Jill Collins, Wealth Strategist

What's Inside the Advisor Evaluation Guide

(Everything You Need to Make an Informed Decision)
 
THE FIDUCIARY EVALUATION

Find out if your advisor is legally required to act in your best interest (fiduciary) or only required to recommend "suitable" products (broker). This ONE distinction could save you hundreds of thousands of dollars.

THE FORM ADV ANALYSIS

Learn exactly how to read Form ADV (every advisor's public disclosure document) and what to look for.

I show you the specific sections that reveal conflicts of interest and compensation details.

THE CONFLICT IDENTIFICATION CHECKLIST

Discover the 8 types of conflicts most women don't know to check: revenue sharing, proprietary products, referral fees, dual registration, and more. A simple checklist helps you identify what applies to your situation.

THE TRANSPARENCY SCORE CARD

Grade your advisor on 4 critical areas: fee disclosure, conflict transparency, communication clarity, and fiduciary duty.

Get a numerical score that shows you if your advisor is meeting professional standards.

THE RED FLAG GUIDE

Know the specific warning signs that indicate your advisor might not be the right fit: defensiveness, vague answers, refusal to provide documentation, making you feel uninformed. 

YOUR NEXT STEPS ACTION PLAN

Get the exact next steps based on your evaluation results: what conversations to have, what to request in writing, when to interview alternatives, and how to make a change if needed.

GET THE CHECKLIST

What's Inside the Advisor Evaluation Checklist

Your strategic framework includes:
 
PART 1: THE FIDUCIARY TEST

→ 5 critical questions that reveal true fiduciary commitment (or lack of it)

→ How to spot deflection, vague answers, and red flags in real-time

→ The one question 90% of advisors can't answer honestly

PART 2: FORM ADV DEEP DIVE

→ Exactly which sections to review (Items 5, 10, 12, and 14)

→ Real examples of conflict language to look for

→ How to access your advisor's Form ADV in 3 minutes

PART 3: HIDDEN CONFLICT INDICATORS

→ 8 common conflicts that cost investors the most money

→ Revenue sharing, 12b-1 fees, dual registration explained

→ Your personal conflict risk assessment (low/moderate/high)

PART 4: TRANSPARENCY SCORING SYSTEM

→ Rate your advisor on 4 critical categories

→ Objective scoring guide (1-20 scale)

→ Clear benchmarks: Should you stay or should you switch?

PART 5: YOUR STRATEGIC ACTION PLAN

→ Step-by-step next steps based on your evaluation results

→ Exactly what to document and how to document it

→ When to have the conversation vs. when to start interviewing new advisors

GET THE CHECKLIST

This Checklist is Designed for Successful Women Who:

âś“ Have a financial advisor but aren't sure if they're the right fit

âś“ Want to know if their advisor is legally required to work in their best interest

âś“ Feel uncertain in advisor meetings and don't know what questions to ask

âś“ Don't understand the difference between a fiduciary and a broker

âś“ Need a framework to evaluate their advisor relationship objectively

âś“ Want to make an informed decision about staying or making a change

âś“ Are 45-65 years old with accumulated assets and want professional guidance

âś“ Deserve an advisor who provides transparency, clarity, and puts them first

 

Evaluating your advisor isn't being difficult. It's being informed.

This is your money. Your future. Your security. You have every right to know if your advisor is the right fit for your needs.

This Checklist is Designed for Successful Women Who:

âś“ Have a financial advisor but feel uncertain about the relationship

âś“ Want to verify their advisor is truly working in their best interest

âś“ Have over $500K in investable assets and want to protect them

âś“ Are considering switching advisors but don't know what to look for

âś“ Feel like they should understand their fees better but don't

âś“ Have been told "don't worry about that" when asking about costs

âś“ Want a systematic framework not just gut feelings to evaluate their advisor

âś“ Are tired of feeling like they can't ask direct questions about conflicts

YOU DON'T NEED TO BE A FINANCIAL EXPERT TO USE THIS CHECKLIST. YOU JUST NEED TO BE READY FOR ANSWERS AND WILLING TO ACT ON WHAT YOU FIND.

Your checklist arrives via email in 30 seconds. Print it. Use it. Protect your wealth.

You're Successful in Every Other Area...

So, Why Does Your Financial Situation Feel So Unclear?

 
You're Successful in Every Other Area.
So, Why Does Your Financial Advisor Relationship Feel Unclear?
 
You run teams. You manage budgets. You evaluate performance in every other area of your business and life.

But when it comes to evaluating your financial advisor, you don't know where to start.
 
Here's what you might not know:
 
The financial services industry makes it difficult to evaluate advisor relationships. Complex language. Buried disclosures.
No clear standards for what "good" looks like.
 
You were never taught:
  • The difference between a fiduciary and a broker
  • How advisors get compensated (and potential conflicts this creates)
  • What questions reveal if your advisor is the right fit
  • How to evaluate advisor performance objectively
  • Where to find your advisor's public disclosure documents
  • What your options are if you want to make a change
 
"I've worked with over 1,000 successful women, and the pattern is clear: they are brilliant in their work but were never given the tools to evaluate the people managing their money."
 
This isn't about your intelligence.
This is about having the right framework.
 
Now you have it.
"I wish I had used this checklist 5 years ago. I would have saved myself $50,000 in unnecessary fees and switched to a fee-only fiduciary who actually works for me."

- Rebecca S., Director of Marketing

You're Successful in Every Other Area...

So, Why Does Your Financial Situation Feel So Unclear?

 
You've built a successful career. You make good money. You've invested for years.
 
But when it comes to your financial advisor, you have this nagging feeling that you should understand more than you do.
  • Are your fees reasonable or excessive?
  • Is your advisor truly a fiduciary or just when it's convenient?
  • Are there hidden conflicts you should know about?
  • Would a different advisor serve you better?
     
You deserve clear answers. Not vague reassurances.
Not "trust me, everything's fine." 
Clear, documented, transparent answers. 
The truth is: Most financial advisors aren't intentionally hiding conflicts from you.
They're following industry norms that allow these conflicts to exist "as long as they're disclosed." 
But disclosed doesn't mean obvious.
And legal doesn't mean it's in your best interest. 
This checklist levels the playing field. It shows you exactly where to look, what to ask, and how to interpret what you find. 
Because here's what I know after working with hundreds of successful women: 
The advisors who get defensive when you ask these questions? They're the ones with something to hide. 
The advisors who welcome transparency? They're the ones worth keeping. 
This checklist helps you tell the difference before it costs you another six figures
"I wish I had used this checklist 5 years ago. I would have saved myself $50,000 in unnecessary fees and switched to a fee-only fiduciary who actually works for me."

- Rebecca S., Director of Marketing

Three Simple Steps to Evaluating Your Advisor

Step 1: Gather Your Information


Pull out your advisor agreement and most recent statement. You'll need about 10 minutes to go through this evaluation properly. Set aside focused time.

Step 2: Complete The Evaluation


Work through each section: The Fiduciary Evaluation, Form ADV Analysis, Conflict Identification Checklist, and Transparency Scorecard. Answer based on your actual experience with your advisor.

Step 3: Review Your Results


Calculate your scores. Review the red flag guide. Follow the Action Plan based on whether your advisor is the right fit or if you should consider making a change.

The entire evaluation takes 10 minutes. The clarity you gain could change your financial future.

Three Simple Steps to Finding Your Forgotten Money

Step 1: Gather Your Information


Request your advisor's Form ADV Part 2A Brochure (they're required by law to provide it). Takes 5 minutes. Set it aside — you'll need it for Step 2.

Step 2: Follow the Checklist


Use the strategic framework to review key sections, ask critical questions, and score your advisor's transparency. Takes 15-20 minutes. Be honest with yourself.

Step 3: Claim Your Power


Use your evaluation results to either: (a) have a direct conversation with your current advisor, or (b) start interviewing alternatives. You're in control now.

You are the boss in this relationship. This checklist reminds you of that.

Stop Wondering. Start Knowing.

Your financial advisor works for you. Not the fund companies. Not the insurance carriers. Not the brokerage firm. 
You.
But if you don't know how to evaluate conflicts of interest, you can't hold them accountable. 
 
This checklist gives you:
  • The exact questions to ask (word for word)
  • The specific documents to review (and which sections matter)
  • The objective scoring system to guide your decision
  • The confidence to demand transparency or the clarity to make a change

 

If your current advisor is truly working in your best interest? This checklist will confirm it. You'll feel more confident in the relationship

If your advisor has hidden conflicts? You'll know exactly what they are and what to do about it.

Either way, you win. Because you'll finally have clarity

And clarity is power.

GET THE CHECKLIST NOW

Stop Wondering. Start Knowing.

Your financial advisor works for you. Not the fund companies. Not the insurance carriers. Not the brokerage firm. 
You.
But if you don't know how to evaluate conflicts of interest, you can't hold them accountable. 
 
This checklist gives you:
  • The exact questions to ask (word for word)
  • The specific documents to review (and which sections matter)
  • The objective scoring system to guide your decision
  • The confidence to demand transparency or the clarity to make a change

 

If your current advisor is truly working in your best interest? This checklist will confirm it. You'll feel more confident in the relationship

If your advisor has hidden conflicts? You'll know exactly what they are and what to do about it.

Either way, you win. Because you'll finally have clarity

And clarity is power.

GET THE CHECKLIST NOW

• No credit card required

• Instant access, delivered to your inbox

• Your information is 100% secure and never shared

• Based on the framework I use with private clients

• No credit card required
• Instant access, delivered to your inbox
• Your information is 100% secure and never shared
• Based on the framework I use with private clients