Rarely do people start their financial plans exactly when it is ... If you choose to move forward to a second meeting, the advisor will typically provide an explanation of what to expect next.

Your first meeting with a financial advisor can be an opportunity to get ... of life insurance depending on your stage of life. People with young children or other dependents may need a lot ...

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

Your initial meeting with a financial advisor or wealth manager focuses on understanding your financial situation, goals and concerns. Financial advisors work with people from all sorts of ...

Ask most people what a financial advisor does, and you’ll probably hear something like, “My advisor manages my investments.” But that’s only one part of the picture. And frankly, not even the most ...

According to financial advisors themselves, meeting with them at the start or ... He said Friday afternoons also aren’t ideal, as most people are checked out and ready for the weekend.

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 ...

Another key responsibility is meeting with clients ... industry and train them to become financial advisors. However, these firms are usually looking for people with strong sales skills, so ...

For many people ... skip the meeting while noting that Edward Jones isn’t worth their time either. The comments also amplify the idea that “anyone can call themselves a financial advisor ...

Before you make your choice, make sure you meet any minimums ... about 70% of millionaires use financial advisors. Additionally, about 84% of wealthy people have a long-term financial plan.