The success of the advisor-client relationship is based on mutual respect, honesty, and trust. Be a well-prepared client.
Think carefully about the nature of our discussions and what you wish to accomplish. Prepare any questions you have in advance. Take notes and ask questions until you are comfortable with a concept or suggestion. However, don't feel compelled to reach decisions right away. I encourage you to discuss your questions and concerns with me before making a decision.
Remember, our job is to look out for your best interests and help you pursue your financial goals. Establishing a mutually open, honest relationship is an important step in realizing those goals. A financial advisor relationship is more than about numbers, and it can be incredibly close.
The following are some guidelines to help you get the most value out of any financial advisor relationship. Having a good relationship with your advisor is crucial to achieving success in the work you do together.
The following are some practical questions to consider asking when you are beginning a new relationship with a financial advisor:
Often clients do not consider contacting their financial advisors when they experience a financial, personal, or life changes (but they should) such as: