News & Press: Consumers

Hire Expectations: How to Get the Most Out of a Get-to-Know-You Meeting with a Financial Adviser

Tuesday, March 19, 2019  
Share |
So you’re shopping for a financial adviser? When it comes time to sit down with a financial professional for an initial meeting, first impressions can go a long way toward determining whether that meeting ultimately will lead to a more lasting adviser-client relationship.

The person sitting across the table from you could be not only your chief financial guide, but also a valuable and trusted sounding board, strategist, troubleshooter, confidant, coach, problem-solver and voice of reason. In filling these important roles, a financial professional can have a profound impact on a person’s life, now and for decades to come. That first meeting can tell you much about the individual and the firm you’re considering hiring, and whether they’re a good match for you, in whatever role(s) you envision them playing on your behalf.

Click Here to read more.

Membership Management Software Powered by YourMembership  ::  Legal