Latest / Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
What a First Meeting with a Financial Advisor Should Look Like
Most people walk into their first meeting with a financial advisor expecting a presentation—charts, investments, maybe even a pitch.
But a real discovery meeting shouldn’t feel like that at all.
In this episode, we break down what a first meeting with a financial advisor should actually look like, especially for pre-retirees and retirees trying to make important decisions around retirement, taxes, income, and long-term planning.
We walk through:
What typically happens in a real discovery meeting
What most people expect vs what actually happens
How to tell if an advisor is taking a holistic…
The skinny
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