What a First Meeting with a Financial Advisor Should Look Like

Most people walk into their first meeting with a financial advisor expecting a presentation—charts, investments, maybe even a pitch. But a real discovery meeting shouldn’t feel like that at all. In this episode, we break down what a first meeting with a financial advisor should actually look like, especially for pre-retirees and retirees trying to make important decisions around retirement, taxes, income, and long-term planning. We walk through: What typically happens in a real discovery meeting What most people expect vs what actually happens How to tell if an advisor is taking a holistic financial planning approach or just focusing on investments Real client examples—from families who didn’t know where to start to those who had an advisor but weren’t getting coordinated advice The biggest red flags to watch for when meeting with a financial advisor Have questions? Need help making sure your investments and retirement plan are on track? Click to schedule a free 20-minute call with one of True Wealth's CFP® Professionals.

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What a First Meeting with a Financial Advisor Should Look Like is an episode from Retire Smarter by Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®.

This episode is 19:43 long.

This episode was published on Apr 30, 2026.

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