Several of my advisor clients are brand new to developing a financial services practice. They've recently graduated from university in business or finance, or made a lateral move from another career. They have newly minted accreditations from passing those challenging exams. Is this you? Okay, so now what?
Like anyone in business, I'd like to think that I'm at the top of everyone's list of potential wealth advisor. But the reality isn't that simple: working with an advisor is a two-way street, and the most successful relationship is one in which your needs and preferences are compatible with the business of the person you're working with.