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Podcast: The Freedom Formula for Physicians | How Doctors Cut Debt & Slash Taxes | Business Of Medicine | Financial Education
Episode: S7, Episode 2 - First Meeting with Financial Advisor
Description: What to expect in the first meeting with a financial advisor?
The first meeting with a financial advisor is an evaluation. It's like meeting a new doctor: the advisor has to decide what to report, what recommendations to make, and how you will be diagnosed.
In this Podcast episode, Dave discusses…
The 4 basic steps to prepare when you meet with a financial advisor
What are the important things to figure out during the meeting?
Dave shares the tools that financial advisors used to get to know their clients.
Possible questions and information th...