Your introductory meeting with a financial advisor can be an important introduction to someone who may become a close partner in your financial matters. For that reason, it is important to do preliminary research, come prepared and understand what to expect. Andrew Crowell, Vice Chairman of Wealth Management for D.A. Davidson, offers tips on how to prepare for that critical introduction, including several questions you should be prepared to ask. Crowell’s suggestions can be found in “Prepare for a First Financial Advisors Meeting,” a U.S. News & World Report article written by Coryanne Hicks.
Read the full article here.