If you are an individual or a family that is considering meeting or working with an advisor for the first time, this is the show for you! Sean and Ron look at some common ways that advisors try to navigate the initial meeting with a client. The end goal for this episode is that our listeners are better prepared for that first meeting with an advisor and feel more comfortable and confident about their financial situation. 

________________________________________________________________________________________________________________________________________

Show Notes

In this episode we discuss some of the main topics typically brought up during a first meeting with an investment advisor…

1. Open questions to understand an individual's current life situation (5:20)

2. Investing experience (9:25)

3. What the individual is interested in and expect financially in the next few years (15:44)

4. The main purpose for today's meeting (19:19)

5. How the advisor believes they can help you (23:33)

If you enjoyed this podcast be sure to subscribe, review and connect with us at thejourneymindset.com.