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.

Click HERE to Schedule Your Complimentary Appointment

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&rsquo;s a practical look at building trust, establishing fit, and taking that first step toward a more informed financial conversation.
<a href="https://purposepathcapital.com/contact/">Click HERE to Schedule Your Complimentary Appointment</a>

How much flavor is in your retirement plan? If it’s looking a little bland, it might be time to spice things up.

That’s where Retirement Salsa: Spicing Up Your Financial Future can help. Hosted by Mike DiSalvo, co-founder of PurposePath Capital, Retirement Salsa is the quality ingredient you’ve been missing in your retirement recipe. From analysis of the latest financial policies to long-ranging views of economic trends and entertaining looks at the news of the day, Retirement Salsa is a can’t miss retirement dish.

Subscribe and listen to today!

How much flavor is in your retirement plan? If it&rsquo;s looking a little bland, it might be time to spice things up.
That&rsquo;s where Retirement Salsa: Spicing Up Your Financial Future can help. Hosted by Mike DiSalvo, co-founder of PurposePath Capital, Retirement Salsa is the quality ingredient you&rsquo;ve been missing in your retirement recipe. From analysis of the latest financial policies to long-ranging views of economic trends and entertaining looks at the news of the day, Retirement Salsa is a can&rsquo;t miss retirement dish.
Subscribe and listen to today!