5 Do's and Don'ts for a Successful First Meeting With Your Financial Adviser

The first meeting with a new adviser can be intimidating, but you can reduce your worry and ensure you're hiring the right person by following a few rules.

# 5 Do's and Don'ts for a Successful First Meeting With Your Financial Adviser The first meeting with a new adviser can be intimidating, but you can reduce your worry and ensure you're hiring the right person by following a few rules. **Read the full article:** [Kiplinger](https://www.kiplinger.com/retirement/retirement-planning/tips-for-the-first-meeting-with-your-financial-adviser) *This article was originally published by Kiplinger. MoneyWiseInc provides expert curation of the best financial content from trusted sources.*