Money Rehab with Nicole Lapin cover image

When You Need a Financial Advisor and How Find the Right One with Peter Mallouk (CEO of Creative Planning)

Money Rehab with Nicole Lapin

CHAPTER

Navigating Your First Meeting with a Financial Advisor

This chapter highlights what individuals should expect during their initial meetings with financial advisors, focusing on the importance of preparation and transparency. It emphasizes that potential clients should bring their investment statements and engage openly to determine if the advisor is a suitable fit, with the initial consultation typically offered for free.

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