Initial Meeting with Financial Advisor. More. Getty Images. The first meeting is typically a conversation to determine if you and the advisor are a good match.

I’ve been a personal finance writer for nearly a decade. I’ve interviewed dozens of financial advisors in that time, but I’m ...

Follow these steps during your first meeting with an advisor, and you'll set the relationship up for success while moving closer to realizing your financial goals. 10 Best Financial Certifications ...