You’ve found a new financial adviser.

It’s the morning of the first meeting with your new financial adviser. How do you want it to go? You might start listing questions about the adviser, about the process, about your situation, about lots of things.

But to ensure you get the most out of the opportunity, it’s important you take a little time to prepare. As American IndyCar driver Bobby Unser once said: “Success is where preparation and opportunity meet.” The first meeting is usually about getting to know each other, understanding how the process works and gaining a feeling that you can work together.

Your adviser may ask you to do some things before the meeting, such as collect information. It’s really important you follow through on these requests. It also makes sense to take the time to get yourself ready. After all, it is all about you!

“To ensure you get the most out of the opportunity, it’s important you take a little time to prepare.”

HERE ARE FIVE THINGS YOU CAN DO

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Write down your questions. There is always a lot to think about when doing anything for the first time. As things fly through your mind, write them down so you can be in a position to ask them in your meeting.

Some ideas you might want to consider are:

  1. What do you want to know about your adviser?
  2. How will you choose whether you will continue to work with an adviser?
  3. What are you hoping to get from an ongoing relationship?
  4. What, specifically, triggered you to make an appointment?
  5. What are the burning issues that you would like addressed in the first meeting?

Jeff Thurecht, Director and Financial Planner