Send the scope, audience and questions in advance. Request disclosure of employer, investments, paid advisory work and supplier relationships relevant to the discussion. Obtain consent for recording and a clear quotation-approval process; no outreach or recording has been performed for this pack.
During the interview, distinguish firsthand experience, published evidence and opinion. Ask for links and dates when a number or provider claim appears. Afterward, verify factual claims independently, preserve the meaning of quotations and label unanswered questions. Do not transform a cautious answer into a categorical recommendation.
The publishable article should lead with the buying decision and the evidence threshold, then present the expert’s actual answer, a source-linked desk note and an unresolved question. Keep the blank quote fields unpublished until an authorised contribution exists.