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This means scheduling meetings on certain days of the week probably isnt in your best interest.
Specifically: Mondays and Fridays.
Keep reading to find out why Monday and Friday tend to be financial advisors least favorite days to meet.
Next, find outwhich questions you should be asking a financial advisor before you hire them.
All attendees are essentially focused on something else, other than the meeting being held.
He said Friday afternoons also arent ideal, as most people are checked out and ready for the weekend.
Clients absorb less material from the meeting, and it isnt as productive.
She echoed the sentiment that starting the week with a client meeting isnt typically preferred.
For financial advisors with children, she also said school holidays can be challenging for client meetings.
We may also plan vacations while our children are out of school to enjoy some quality family time.
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