What should I prepare for a first advisor conversation?
A clear starting point for the conversation ahead.
Bring your main priority, what has changed, your timeframe, and the questions you want answered. Start with a high-level picture; ask the practice how any sensitive information should be shared securely.
Explain what matters now
iA’s published planning process begins with priorities and goals. A short note about your situation and what you want to understand can give the discussion a useful starting point.
Make room for your questions
This preparation list is an original educational aid, rather than an official application checklist.
- What are your qualifications and relevant experience?
- What services, responsibilities, and communication should I expect?
- What are the current fees, requirements, and potential conflicts?
- How would you coordinate with my other professionals?
Choose a next step you are comfortable with
You can use Obiwan in this demo to organize a local conversation brief. Nothing is sent or booked. iA’s official directory is available separately when you want to research an advisor.
Sources you can explore
iA Private Wealth — Why us iA — Choosing an investment advisor iA Private Wealth — Find an advisorCurrent practice terms and availability need to be confirmed directly.
Original educational summary. Not reviewed or approved by iA. General information, not personal financial advice.