What should really happen in your first meeting with a financial advisor? In this episode, Mike DiSalvo pulls back the curtain on the initial consultation process, from the questions advisors ask to the conversations that matter most. He explains how these meetings are less about paperwork and more about understanding your goals, values, and concerns. The discussion also highlights what clients should ask, how to evaluate credentials, and key red flags to watch for when choosing an advisor. It’s a practical look at building trust, establishing fit, and taking that first step toward a more informed financial conversation.

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