Alterra Advisors

First Dates Don’t Have to be Awkward – the Alterra Fit Interview

A first meeting – or “first date” – with a professional like a financial advisor can be awkward. Believe it or not, it can feel just as uncomfortable for the professional. But it doesn’t have to be! Our Alterra Fit Interview creates an open, comfortable, productive first discussion and enables us to discover together if we’re a good fit and your best next steps – whether with or without us!

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