On this week's episode you will learn my 3 tools for a successful meeting with your adviser. If you are like most clients you probably don't do much preparation, attend a nice meeting, smile and nod along as your adviser discusses investments and leave feeling like you checked a box and completed your annual meeting with your financial planner. I'm here to tell you right now, stop that! If you are ready to feel confident and knowledgable when meeting with you financial adviser listen to this episode.
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Important Disclosures: I am not a financial adviser. Information presented is for educational purposes only and should not be interpreted as financial advice. I am here to help you better your relationship with your own financial adviser, not to be one.
