A premium subscription is required to access this article. Article Date: 03/16/2016 What Gatekeepers Are Looking for in a Financial Advisor Gatekeepers, professionals such as attorneys or accountants, are often called upon to refer their clients to a financial advisor for issues outside of their expertise. Before they offer that recommendation, they consider several criteria to determine whether an advisor will be a good fit for their client, and by extension, reflect ... Log in to view full article. If you already have a subscription, please log in with your email address and password. User Name (Email Address): Password: Forgot your password? Click here to have your password emailed to you. To purchase a premium subscription, please use the links below. One-year premium subscription with unlimited access to all articles including reprint rights (see terms and conditions) for $2,000.00. Monthly subscription (3 month minimum) with unlimited access to all articles including reprint rights (see terms and conditions) for $195/mo.