<p>On this episode, I share how I structure my client and guest meetings. If you've never worked with an advisor before, this might alleviate some hesitation due to wondering what actually takes place in a meeting.</p>

On this episode, I share how I structure my client and guest meetings. If you've never worked with an advisor before, this might alleviate some hesitation due to wondering what actually takes place in a meeting.

What a Meeting With an Advisor Looks Like

What are the real financial strategies retirees need to know to make their retirement successful?

Join Stephen H. Nelson, Chartered Financial Analyst (CFA®) charterholder, CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, and President of Birchwood Capital, as he helps you retire confidently.

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What are the real financial strategies retirees need to know to make their retirement successful? Join Stephen H. Nelson, Chartered Financial Analyst (CFA®) charterholder, CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, and President of Birchwood Capital, as he helps you retire confidently.

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What a Meeting With an Advisor Looks Like

What a Meeting With an Advisor Looks Like