It happens every time.
People make an initial appointment to come to my office because of the performance, or non-performance, of their investment account. Then, once they arrive, they’re surprised when our conversation doesn’t immediately jump to their finances.
What we do talk about is their family, their friends, their community and their life goals. Then we discuss my number one ideal as a financial advisor---that the fees you pay a professional advisor, over time, should come back to you, the same as any investment.