When you’re choosing a financial adviser to work with, it’s important you find the right fit for you and your circumstances. Engaging with and working closely with a quality financial adviser, can be one of the most important professional relationships you develop. Therefore, approach the initial meeting prepared to have an open conversation. You should be interviewing them as much as they are interviewing you.
An amazing client/adviser relationship should be win/win. It will be a relationship of mutual respect. It should be challenging (in all the best ways)…and preferably, be fun! Continue reading