What to Ask a Financial Advisor in the First Meeting?

Ask: "Can you help me see my whole household and life on one page so my family understands what we have?" You want to know if they have the "Advisor Intelligence" to handle your complexity in real-time. Also pay attention to how they answer. An advisor who leads with products and projections is telling you something about how they work. An advisor who leads with questions about your family and priorities is telling you something else entirely.

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