Carson Wealth’s Jamie Yeisley, Associate Wealth Advisor shares what to expect when you meet with an advisor for the first time.
March 11, 2025
First Meeting with an Advisor
Key Takeaways
- The first meeting is a way to get to you and your goals
- Share a broad picture of your lifestyle
- Get to know the Advisor and their team and how they will help you
- Fee expectations will be shared
- Statements are not required until you decide to move forward
