In this episode of "Building Wealthy Habits," Randy, Laura and Jeremiah take you through the experience of meeting with a financial advisor. They break down the entire process, from your first meeting to the creation of a personalized financial plan.
You'll hear about the onboarding steps, starting with the initial appointment to gather essential information, followed by the clarifying appointment to refine your strategy. Our hosts stress the importance of trust and clear communication, laying the groundwork for a successful advisor-client relationship.
Get insights into the implementation phase, where you'll learn how advisors help organize accounts and manage investments. The goal is to boost your confidence in your financial future and guide you toward achieving your goals.
Listen in for expert advice and practical tips to make the most of your relationship with a financial advisor and start building those wealthy habits today!
Reach out at contact@tricordadvisors.com
This week on Building Wealthy Habits:
00:00 Introduction and Artwork
02:06 Topic: What is it like to meet with a financial advisor?
06:33 The Initial Appointment and Preliminary Questionnaire
10:09 The Clarifying Appointment and Building the Financial Plan
19:45 Implementation: Organizing Accounts and Managing Investments
23:15 Conclusion and Recap
Connect with Randy:
LinkedIn: https://www.linkedin.com/in/rkbarkley/
Email: Randy@tricordadv.com
Connect with Jeremiah:
LinkedIn: https://www.linkedin.com/in/jeremiahjlee/
Email: Jeremiah@tricordadvisors.com
Connect with Laura:
LinkedIn: https://www.linkedin.com/in/laura-lee-59a83610/
Email: Laura@tricordadvisors.com
