It’s frustrating, time consuming and intimidating to find the perfect financial professional.
It’s the first meeting (finally).
What signs should raise the hairs on the back of your neck?
First hair: Products are discussed. How can an adviser discuss products when they have no idea of your situation? The initial meeting is one of inquiry and discovery, not solution or product. It’s fine if you have a product-based question, other than that? No.
Second hair: Too talky. You are seeking an inquisitive, active listener. Not a talker. You should be doing most of the jaw boning, not your prospective adviser.
Third hair: Not enough questions. A good adviser is like Columbo in less-wrinkled clothing. Keep a detective’s eye out for open-ended questions which allow you to tell your story and share concerns.
Fourth hair: Limited eye contact
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