Here are seven strategies to help you prepare for your initial meeting with a financial advisor: Before you fall in love with an advisor's website, check their regulatory background to see if ...

Thomas Barwick / Getty Images Calling ahead to learn what kind of information a financial advisor would like you to supply before meeting for the first time is always a good idea. It will save you ...

If your financial advisor doesn’t ask these key questions in your first meeting, it may be time to walk away. Here’s what to ...

You should always be able to ask as many questions as you’d like when working with your financial advisor. So, before you ...

When it comes to retirement, you deserve a financial advisor who specializes in this unique phase of your life.

Financial advisors are professionals who help clients manage their finances. Learn where to find one, what questions to ask, ...

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Online financial planning services are a great middle-ground for people with situations that are too complex for a robo-advisor but want to avoid the hassle of meeting a human financial advisor in ...

Ask most people what a financial advisor does, and you’ll probably hear something like, “My advisor manages my investments.” ...

Tell us about the product or service that Zeplyn offers. Zeplyn Meeting Assistant, our flagship product, is designed specifically for financial advisors and wealth management firms. It takes ...

Your financial advisor can help you look into all these ... Set up introductory meetings with two or three professionals, and use the time to ask questions, understand their processes and fees ...

Other financial advisors, meanwhile, charge a flat or hourly fee. There are pros and cons to each setup, but either way, it’s important to know what costs you’re looking at. 5.