Broker Check

Excuses Why You're Working With The Wrong Advisor, Part 1

| September 05, 2019
Share |

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. We'll also talk about the recent volatility in the stock market and answer a question about annual return expectations.

Play the podcast below...

Don't forget to subscribe to the podcast on your favorite app:

Share |