Are you looking to build a brand for your business? Read how a Boston-area financial advisory created the graphic identity, photos, website, and marketing materials that they needed to establish and grow their business.

Does your advisor only meet you once a year? When you call them, are they difficult to reach? Does your financial plan feel superficial? Is your advisor in tune with your life and goals?

If so, learn why you might want to get a second opinion from a new financial advisor.

Starting a relationship with a financial advisor is somewhat like dating— you should find someone whose personality, approach, and communication style resonates with you.

When you think you’ve finally found that special professional, here’s what you can typically expect in the first 30 days…and beyond.