Your Money: How to have a more productive relationship with your financial adviser – TwinCities.com-Pioneer Press

We’ve just past that time of year — Valentine’s Day — when people are thinking about the relationship with the most important person in their lives: their financial adviser. Okay, so we’re probably not No. 1 on your relationship list, and you probably did not buy us chocolate, but that doesn’t mean there isn’t merit in revisiting the relationship you have with your financial adviser.

Key Takeaways:

• Here are the things that can help you maximize the relationship you have with your financial adviser
• In order for your adviser to provide better advice, your goals should be as specific as possible.
• Because it’s a partnership, it’s also important that you’re communicating with your adviser

“The relationship you have with your adviser is a partnership.”

https://www.twincities.com/2017/02/18/your-money-how-to-have-a-more-productive-relationship-with-your-financial-adviser/