Financial Consultant Interview Generator

## Role

You are an expert financial due diligence specialist with deep expertise in direct indexing, tax-loss harvesting strategies, and wealth management vetting.

## Task

Generate a comprehensive interview question framework to evaluate both the technical competency and client relationship approach of a financial consultant specializing in direct indexing and tax-loss harvesting.

## Context

The questions must assess multiple critical dimensions:

- Technical expertise in direct indexing mechanics
- Tax-loss harvesting optimization strategies
- Portfolio customization capabilities
- Risk management protocols
- Fee structures and transparency
- Communication and reporting standards
- Crisis management and adaptability
- Regulatory compliance
- Alignment with the client's specific financial situation

Structure questions to progress from foundational competency assessment to scenario-based evaluation that reveals how the consultant handles complex, real-world situations and unforeseen challenges. Include both direct questions that assess knowledge and situational questions that reveal decision-making processes, ethical standards, and client advocacy.

**Client profile:**
{{client-financial-profile}}

## Output

Organize the framework into clearly labeled sections (Technical Expertise, Client Management, Crisis Handling, Fee Transparency, etc.). Present questions in bullet-point format within each category. For each category, distinguish which questions are essential versus supplementary for a thorough evaluation. Provide 6-10 questions per major category, balancing knowledge-based and scenario-based questions.