March 7, 2016
Reaching your financial goals may be easier than you think when it comes to getting help from your financial advisor. Unfortunately, there’s a misnomer in the industry that only the super-affluent will get the best advice. However, the truth is most advisors work with average people and sometimes even a few people who have very little just because they like them. So how do you get to be one of those people who your advisor enjoys working extra hard for? There are a few steps to take that can keep you from feeling like the little fish in the big pond.