Ep 102: What We Wish Everyone Knew Before Meeting With Us

Most people get a little nervous before their first meeting with a financial advisor. They wonder—what will they ask me? Am I going to get pitched on products? Do I need to have all my paperwork ready? Today, we’re pulling back the curtain on what we wish everyone knew before their first meeting with us.

If you have questions, you can always reach out at hello@brindleandbay.com.

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In this episode:

[2:43] What are some misconceptions?

[7:21] What is most important in the first meeting?

[10:07] Practical tips about what to expect