Your adviser is working for you. They are relying on you to call the shots. Invite your adviser to visit your business, understand what you are doing. Take them on the journey with you. Most advisers do what they do, because they want to help you. Let them in. Give them the information. Keep them up to date.
2. Tell them what you want
Relationships are hard. Communication is hard. You need to be very clear what you want. If you want to increase the success of your business, tell your advisers. Explain what success looks like to you and what your goals are.
3. Talk about fees
There’s nothing worse than not knowing what your advice costs. It’s also stressful for your adviser. Bill shock is not fun for anyone. If you adviser hasn’t brought up fees, then you should. Once you know what the deal is, you can both get on with the job. We recommend an annual retainer or fixed fees.
This is an obligation free (and when we say “obligation free”, we mean it) appointment for you to get your bearings, ask us anything (yes ANYTHING), find out what is involved and understand your costs - no mystery.
Let's chat about it.
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Hi, I'm Nicky! Founder of G.Law. I'm a wills and business nerd. Mum. Gardener. #radbosslady and protector of legacies. If you've been thinking about getting your will done, you're in the right place.