- Building a relationship of trust with your advisor is key to helping you achieve your financial goals and dreams.
- Be prepared for your first meeting — and ask lots of questions.
- Expect a candid, casual conversation in your initial meeting — it's important to take the time to get to know each other.
Preparing for Your First Meeting.
Your advisor will want to know you as a person — not just as a client.
Your first meeting with your Advisor marks the beginning of an important professional relationship. Just as you trust your doctor with your health and your mechanic with your car, you'll be entrusting your Advisor with something of great value too — your financial goals and dreams.
Meeting with a Financial Advisor for the first time, you can expect a friendly, casual conversation — you're just getting to know each other. There's no obligation, no pressure, no judgment — and no fee for your first meeting.
To prepare, you'll need to think about what you want to achieve, such as your short-term and long-term goals, the kind of lifestyle you want now and in the future, and what you want to change. Estate planning isn't jut about preparing for when your gone.
In advance of the meeting, your Advisor should send you a checklist of items to bring along, including your ID and select documentation. That said, your Advisor will have a deep respect for your privacy and personal information and honor your confidentiality. Personal information can be shared whenever you feel you are ready.
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