| Securities offered through Securities Service Network, Inc. Member FINRA/SIPC *Fee based advisory services offered through SSN Advisory, Inc A Registered Investment Advisor arcadegroup.com |
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Your first meeting
Your initial meeting with Arcade Wealth Advisors will be relaxed and informal and usually lasts an
hour. While every conversation will be different, the agenda will most likely cover important
information for all. And yes, it will be a friendly conversation.
First meeting agenda
● Listen - To tailor a plan of action that meets your specific needs, we will need to know what's
important to you. We will ask about your family, your job, your home and your investment
experiences.
● Understand - We will ask in-depth questions about your dreams and goals.
● Discuss - We will explain our approach to creating a plan of action and answer your questions.
● Review - Together we will explore the details of our planning process and find out how a plan
of action could help you reach your goals.
● Decide - We will determine if we are a good match and look at ways we can work together in
an ongoing relationship.
Other talking points might include:
● The investment options, products and services that could fit into your plan of action
● The type of financial service relationship that would best suit your needs
● A discussion of the fee structure
● An agreement on next steps
What comes next?
When we decide to work together we will schedule a follow-up meeting to gather more detailed
information and begin to prepare your plan of action.
Your initial meeting with Arcade Wealth Advisors will be relaxed and informal and usually lasts an
hour. While every conversation will be different, the agenda will most likely cover important
information for all. And yes, it will be a friendly conversation.
First meeting agenda
● Listen - To tailor a plan of action that meets your specific needs, we will need to know what's
important to you. We will ask about your family, your job, your home and your investment
experiences.
● Understand - We will ask in-depth questions about your dreams and goals.
● Discuss - We will explain our approach to creating a plan of action and answer your questions.
● Review - Together we will explore the details of our planning process and find out how a plan
of action could help you reach your goals.
● Decide - We will determine if we are a good match and look at ways we can work together in
an ongoing relationship.
Other talking points might include:
● The investment options, products and services that could fit into your plan of action
● The type of financial service relationship that would best suit your needs
● A discussion of the fee structure
● An agreement on next steps
What comes next?
When we decide to work together we will schedule a follow-up meeting to gather more detailed
information and begin to prepare your plan of action.
