Coming in to meet an advisor for the first time can be a bit nerve wracking. So, on today’s episode, we’ll break down what the first visit with us looks like and what you can expect to learn.
You have to be open with your advisor and you need to be willing to listen to their advice. We want to tell you what your situation is in a realistic way that gives you the best benefit moving forward with your financial plan.
Listen to the full podcast or use the timestamps below to jump to a specific section:
1:07 – How hard is it to get prepared?
3:44 – Do you have to be stern?
4:46 – What do you ask in the first meeting?
6:18 – Common issue you end up pointing out
7:33 – How often do you tell someone you can’t help them?
10:24 – People often say what after you visit?
Sometimes they’re thanking me because I helped them out and sometimes they’re thanking me because I’ve given them reassurance…Josh Greenberg