Initial Contact with Financial Advisors: What to Expect #shorts

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Initial Contact with Financial Advisors: What to Expect #shorts

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0 Views • May 9, 2024 • Click to toggle off description

Discover why you should never be charged for your first contact with a financial advisor. This crucial step allows both parties to determine if they're a good fit for each other. Learn how to make the most of this initial conversation by asking the right questions and gaining clarity on the advisor's experience and process. Take the time to build trust and decide if you're ready to embark on a potentially long-term relationship.

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RYD date created : 2025-02-18T16:57:44.7757648Z
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Financial Advisor