Before selecting an investment professional, it’s a good idea to have a face-to-face meeting.
After all, they’ll be helping you make some important decisions about your future, so you’ll want to know about them and they’ll want to know some things about you.
What to expect
Knowing what to expect, along with a little preparation, can make your first meeting more valuable and give you confidence to select an investment professional that meets your specific needs.
You'll have lots of questions and so will they. You can expect an investment professional to ask questions regarding: