Don’t Meet With Your Financial Advisor on This Day of the Week

Quote:

Yahoo Finance article written by Jennifer Taylor - 2/06/2025

Filip Telibasa, CFP, owner and planner at Benzina Wealth, said Mondays typically aren’t a good day for client meetings for a variety of reasons.

“Clients are sluggish from the weekend and advisors are catching up on emails, as well as planning the rest of their week,” he said. “All attendees are essentially focused on something else, other than the meeting being held.”

He said Friday afternoons also aren’t ideal, as most people are checked out and ready for the weekend. “Clients absorb less material from the meeting, and it isn’t as productive. Just like a customer that walks into an establishment five minutes before closing, nobody likes a late meeting on a Friday.”

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