Your financial advisor should help set you up for success, but they're also human. This means scheduling meetings on certain ...

As a financial ... meeting with paying clients. They may still be unsure about your ability to deliver, and if you take the time to assemble an agenda for the first meeting, it shows you are an ...

If you've made the decision to work with a financial advisor, congratulations ... to have it all together before the first meeting. "I think a lot of clients show up feeling guilty that they ...