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Free future client download4/6/2024 But after the meeting was the best part-he drove us around town in his convertible. Sure, he visited our house where we had our own toys and entertainment, which made it easier for him to talk business with my parents. The financial advisor took it a step further by making sure we were entertained, but also so we knew who he was. That was the first step in their personalized service. So their advisor, insurance agent too, would visit us at home. Once they had 4 of us, visiting the office became tougher between all the activities they had to get us to and the travel to the office. However, I do remember when my parent’s financial advisor would visit. I also didn’t know what a financial advisor did, and again, I didn’t care. I was a kid my parents took care of that stuff. Growing up, I didn’t really know what insurance was, nor did I care.
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