Having a financial advisor can be extremely beneficial, but also a little daunting. Brad explains what to expect and how to make the most out of your meetings.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through ICA Group Wealth Management LLC, a registered investment advisor. ICA Group Wealth Management LLC and iWealth are separate entities from LPL Financial.

The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

MegaMatt Production and their company are not affiliated with or endorsed by LPL Financial or iWealth.

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What to expect when visiting a financial advisor