What to Expect When You Sit Down with Lighthouse Wealth Group
Автор: Lighthouse Wealth Group
Загружено: 2026-02-14
Просмотров: 19
Описание:
Choosing a financial advisor is a big decision — and your first meeting shouldn’t feel intimidating or sales-driven.
In this video, we walk through exactly what happens in your first meeting with Lighthouse Wealth Group. From how we prepare in advance, to the questions we ask, to how we determine whether we’re the right fit for each other — we break it all down.
You’ll learn:
• How we prepare before you ever walk in
• What information we request (and why)
• The structure of the conversation
• What happens after the meeting
Our goal isn’t to “sell” you. It’s to understand your goals, your concerns, and what matters most to you — so we can determine if we’re the right long-term partner for your financial life.
If you’re considering working with an advisor and want clarity before scheduling a meeting, this video is for you.
Learn more at:
www.lighthousewealthgroup.com
Subscribe for more insights on investing, retirement planning, generational wealth, and business exit strategies.
Повторяем попытку...
Доступные форматы для скачивания:
Скачать видео
-
Информация по загрузке:
