612b what to expect when meeting with a financial adviser
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How to Prepare for Financial Advice Sessions
Glen: We send them a questionnaire link and they complete that prior to the first session. And in that it captures personal details, assets, liabilities. It also gets them to jot down just a few things that they are wanting to work towards in the next sort of 12 months or now next one to five years, five plus years. So we're not spending time data gathering in that session. Following that session, if there is a need for actual financial advice, what then would they need to prepare? Glen: Our process is in that sort of data gathering, but in a lot more depth. The reason I want to just kind of camp on these little points is it should be
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