Building Trust: Your Second Appointment with a Financial Advisor
Join host Matt Landon, CFP®, and guest Jordan Shinsky, CFP®, for part two of our series on financial advising. In this episode, they discuss what to expect in your second appointment with a financial advisor. They explain why a custom plan takes time and how your advisor will present it during this follow-up meeting. Matt and Jordan highlight the importance of clear communication and trust, ensuring you feel comfortable and informed. Learn about practical steps, from understanding your financial situation to making necessary adjustments. Discover how building a strong advisor-client relationship is key to achieving your financial goals.
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