I’m 29 and I have a financial advisor.
I know, it’s early. But some circumstances led me to connect with the family advisor and our relationship began.
After working in financial services for the last 3+ years, I’ve heard a lot about the importance of retaining the next generation of clients. That’s what’s happening here.
So, I wrote about it.
This rest of this post will give you an overview of the process I went through for onboarding through transitioning into a full client. I’ll talk about what I liked and didn’t like. I’ll talk about what my advisor could have said to make me feel more comfortable about certain things. And if there was a missed opportunity or a piece of software that I wish they had, I’ll address that too.
Here’s how it went down: