Teachers and their students. Doctors and their patients. Executives and their assistants. And guess what: Advisors and their clients are on the list, too. Unfortunately, according to psychologists, people often develop an attraction to those who manage an important part of their lives, be it health or finance.
9 Great Ways To Prep For A Meeting With A Financial Adviser
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By Alden Wicker. One way to ease your mind: Do everything that you can to be fully prepared. And we're not just talking about organizing all of your tax returns, bank statements and investment account info. There are actually several experts and smart strategies that can help smooth the path—and boost your confidence—for a successful money talk with a financial adviser. From consulting a credit counselor to familiarizing yourself with your financial weak spots, these nine to-dos can prime you for a productive sit-down with your planner. One thing that you can be sure your financial planner will talk about?
Advertising disclosure : This article may contain affiliate links. If you sign up for an offer through such a link, the owner of this site receives a referral fee and is forever grateful for your support. The 23 year old singer broke into the spotlight with poppy, catchy songs a few years ago. As she rose to fame for her music, she also gained a reputation for being a serial dater. Then she writes songs about them….