What to Expect When You Meet with a Financial Advisor for the First Time
If you've ever felt nervous about sitting down and meeting with a financial advisor, you're not alone. For many retirees and pre-retirees, the idea of sharing personal financial details with someone new can feel overwhelming. But it doesn’t have to be. In this episode of Retirement Talk, Dan Benson and Jon Maxson walk you through exactly what to expect—and how to prepare—when meeting with a financial advisor for the very first time.
👉 This video is ideal for anyone who is:
Approaching or entering retirement
Unsure what to bring or discuss during their first financial meeting
Looking for guidance on how to choose the right financial advisor
Curious about fiduciaries and what that means for you
Tired of “salesy” advisors and looking for a more holistic planning experience
Get your FREE Financial Plan Checkup: beaconcm.com/retirement-talk-checkup,
or call: (615) 488-3039.
What You'll Learn:
How to know if a financial advisor is a good fit for you
What to bring to your first financial planning meeting
The difference between investment firms and comprehensive financial planning firms
Why it’s important to work with a fiduciary
How to share your financial goals and personal story effectively
The value of transparency when discussing your assets, debts, and income
💡If you can rekate to any of these common feelings, watch this video:
"I’m afraid of being sold something I don’t need."
"I don’t even know what to ask a financial advisor."
"I don’t want to share all my personal financial information with a stranger."
"I just want someone I can trust to guide me."
📌 Timestamps
00:00 – Intro: Why meeting a financial advisor can be intimidating
00:41 – What type of financial firm are you visiting?
01:20 – What to expect in the first meeting
01:54 – Be ready to talk about your goals and values
02:29 – The 80/20 rule: Advisor should listen more than they talk
03:18 – The importance of working with a fiduciary
04:05 – Comparing financial advice to visiting the doctor
05:04 – What to bring: Statements, income, debts, and goals
05:27 – Closing advice + Subscribe for more retirement guidance
This video is for educational purposes only and is not intended to provide specific investment, tax, legal, or accounting advice. Please consult a qualified professional before making decisions about your financial future.
👇 Subscribe to Retirement Talk for more videos like this to help you prepare for a confident and comfortable retirement.
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Get your FREE Financial Plan Checkup: beaconcm.com/retirement-talk-checkup,
or call: (615) 488-3039.
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