Never met with a financial advisor and worried about what will happen? OG & Joe pull back the curtain this week and show you how the meeting SHOULD go while cautioning you against how it MIGHT go.
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Show Notes
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<> Meeting With a Financial Advisor For The First Time
What questions should you ask? What should you expect? What SHOULDN’T you expect? Joe & OG have a discussion (and a few disagreements) about that first meeting and how to choose an advisor.
Joe is a former financial advisor and media representative for American Express and Ameriprise. He was the “Money Man” at Detroit television WXYZ-TV, appearing twice weekly. He’s also appeared in Bride, Best Life, and Child magazines, the Los Angeles Times, Chicago Sun-Times, Detroit News and Baltimore Sun newspapers and numerous other media outlets. Joe holds B.A Degrees from The Citadel and Michigan State University.
Glad I found this site. Trust is the main objective of the first meeting. Talking about products comes when they un cover their needs and goals!