What a First Meeting with a Financial Advisor Should Look Like

Most people walk into their first meeting with a financial advisor expecting a presentation—charts, investments, maybe even a pitch.

But a real discovery meeting shouldn’t feel like that at all.

In this episode, we break down what a first meeting with a financial advisor should actually look like, especially for pre-retirees and retirees trying to make important decisions around retirement, taxes, income, and long-term planning.

We walk through:

• What typically happens in a real discovery meeting
• What most people expect vs what actually happens
• How to tell if an advisor is taking a holistic financial planning approach or just focusing on investments
• Real client examples—from families who didn’t know where to start to those who had an advisor but weren’t getting coordinated advice
• The biggest red flags to watch for when meeting with a financial advisor

Have questions?

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