Never met with a financial advisor and worried about what will happen? OG & Joe pull back the curtain this week and show you how the meeting SHOULD go while cautioning you against how it MIGHT go.
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Show Notes
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<> Meeting With a Financial Advisor For The First Time
What questions should you ask? What should you expect? What SHOULDN’T you expect? Joe & OG have a discussion (and a few disagreements) about that first meeting and how to choose an advisor.
Glad I found this site. Trust is the main objective of the first meeting. Talking about products comes when they un cover their needs and goals!