May 28, 2018 – HostBob Leins welcomes Joe Sullender, CFP®, Managing Director/Investments for the Financial Strategies Group of Wells Fargo Advisors to talk about making the most out of meeting with your financial advisor.
What information to gather in advance of the meeting
What documents to bring to the meeting
What questions to think about
What to expect during the meeting
Tips for following through and developing an action plan
Joe will talk about common misunderstandings that clients have regarding finances and financial literacy, as well as the most challenging financial habits to overcome. Tune in as Joe shares examples that you can relate to.