From her article posted on LinkedIn –
Summary follows. Please visit the site to read the actual article. She adds important details.
1. Press you to answer questions you don’t want asked
2. Put together a financial plan
3. Identify risks in your portfolio that you might look right past
4. Talk you through market volatility
5. Identify your biases
Especially importantly, she starts with the worst reason to hire one: to outperform the markets.