Vancouver Financial Advisor - phone call before meeting.
Trying not to over analyze this situation but maybe someone could help translate.
I contacted a Vancouver financial advisor who was recommended through an out of province family member (with a financial background) and her network of financial colleagues. A few days ago, I emailed the advisor with an intro of my needs providing a brief summary of our connection and requested an appointment. An assistant followed up with an email suggesting a phone call which I agreed to and scheduled.
I'm left wondering if it's typical for an advisor to suggest a phone call before meeting in person.
I contacted a Vancouver financial advisor who was recommended through an out of province family member (with a financial background) and her network of financial colleagues. A few days ago, I emailed the advisor with an intro of my needs providing a brief summary of our connection and requested an appointment. An assistant followed up with an email suggesting a phone call which I agreed to and scheduled.
I'm left wondering if it's typical for an advisor to suggest a phone call before meeting in person.