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Ep 63: Your First Visit with a Financial Advisor Thumbnail

Ep 63: Your First Visit with a Financial Advisor

On This Episode

Some people are nervous about the idea of meeting with a financial advisor because they don’t know what to expect. 

Will they be sold something they don’t need? Will they be chastised for not handling their money well enough up to that point? We’ll take some of the mystery out of that first visit.

Listen to learn these key points:

  • How to get prepared for your first visit with a financial advisor. (1:37)
  • Do financial advisors ever have to be stern with their clients? (3:09)
  • The questions advisors ask clients that they didn’t expect. (4:20)

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