DON'T Meet a Financial Advisor Until You Watch This
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DON'T Meet a Financial Advisor Until You Watch This
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About this listen
Meeting with a financial advisor for the first time can feel intimidating—but it doesn't have to be. In this video, we walk you through exactly what to expect in your first meeting and how to show up prepared so you can get the most value from the conversation.
Watch us while we go through two live discovery meetings with Brad because whether you're just starting your financial planning journey, looking to grow your investments, or preparing for retirement, knowing how to prepare for your first meeting can save you time, money, and stress.
Must Watch Moments:
• Step One Is Going Through Your Personal Details (3:00)
• Feeling Comfortable With Who You're Talking To (6:00)
• Going Through Debt To Create A Net Worth Statement (10:00)
• Know Rough Values Of Your Assets (13:30)
• Have A Good Idea Of Your Goals You Want To Achieve (19:15)
Listen Now!
To schedule your complimentary retirement track review, head to https://onecapital.com. You can also call us at 805-409-8150.
To supersize your Mindset experience and see our lovely faces and all the cool charts and graphs we use subscribe to our YouTube Channel here: Mindset with Brad Barrett