Ask An Expert

Ask an Expert – How should I prepare for my first meeting with my advisor?

Jason Conger Financial Advisor

Answered By
Roger Silvera

Financial Planner

rsilvera@ft.newyorklife.com

Question

How should I prepare for my first meeting with my advisor?

Answer

In preparation for meeting with your advisor, have a list of questions about the following:

1. Their practice areas – do they serve clients like you.
2. How do they get paid?
3. Are they accepting new clients?
4. Where do they see their practice in 5 years?
5. How do you service your clients?

With these questions, it can give you a baseline understanding of whom you’re working with and how to make the most use of the time you have with them.

We will provide you useful and timely information you can use to be #financiallyfearless