How to Break the Ice
You'll probably be asked in advance to submit a profile and answer a questionnaire about yourself. Once you arrive at an adviser's office, however, take charge firmly but politely. Even if you're upset because the misjudgments of some other financial outfit cost you a bundle, don't come across as belligerent. And even though fees and charges are important, haggling rubs many advisers the wrong way. Use these icebreakers:
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