A Conversation About Your Financial Future
Posted on
Meeting a new financial advisor for the first time can feel a bit daunting. What should you say? How much should you share? And perhaps most importantly, what should you expect from the meeting?
There are generally two ways to approach your relationship with a new advisor.
Approach One: Hand over all your financial details and hope the advisor reassures you that everything's fine, with only a few small tweaks needed.
