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What You Should Know Before Meeting With a Financial Advisor



Coming fully prepared for the first meeting with your financial advisor makes for a more comfortable, efficient, and rewarding experience. But what should you bring to your meeting?

In this episode of Beyond Your Money, Mike Dukovich dives into the client experience, unpacking his process and how he helps clients and prospects prepare for the first meeting. 

In this episode, you will learn:  

  • Why it’s important to understand the client experience, and how it helps both client and advisor
  • Everything Mike covers in his initial consultation meetings and how he prepares prospects and clients
  • The three different phases of the client experience
  • And more!

Tune in now to learn how to prepare for your first meeting with Mike Dukovich. 

Resources:  RBC Wealth Management | (724) 933-4446