Excuses Why You’re Working With The Wrong Advisor
Very often we see a broker, or advisor who’s doing a less than stellar job, but folks continue to work with him, or her simply because they feel that he, or she is a nice guy/gal. Let’s talk about the ridiculousness of actual statements we’ve heard from clients and why it’s important for people to get help and advice that they really need, instead of just maintaining a relationship for strictly personal reasons.
Important Links:
Website: PlanWiseRetireFreePodcast.com
Call: 800-779-4592
-
September 19, 2019