Getting the most from your advisor
Simple habits that keep the relationship working for years.
By the ChooseAFinancialAdvisor.com editorial team · Reviewed October 2026 · 3 min read
Hiring an advisor is the start of a relationship, not the end of a project. The clients who get the most value tend to share a few habits.
Meet at least once a year
An annual review is your chance to revisit goals, check progress, and adjust. Come with updates on your life, not just questions about returns.
Share changes early
A new job, a new baby, health news, a move, an aging parent: tell your advisor sooner rather than later. Plans work best when they reflect real life, and some decisions, like changes to retirement contributions, are time-sensitive.
Read your statements
Your custodian sends statements directly to you. A quick look each quarter keeps you informed and is one of the simplest protections against errors or fraud.
Revisit the fit every few years
Needs change. The advisor who was perfect when you were building savings may not be the right one for retirement income planning. It’s fine to reassess.
This guide is general education, not financial advice. Your situation is your own, so talk with a qualified professional before making decisions.