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Meeting With a Financial Adviser? Read This First.

Thinking of taking your muddled finances to a financial adviser for some professional

assistance? Many advisers offer prospective clients an initial free meeting. You should consider meeting with two or three people to compare their approaches and your comfort level with each of them.


Here are pointers from people in the business on preparing for these meetings and then making the most of them...


[FROM BOB'S LIBRARY]


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