Not Following Your Investment Strategy

Original Air Date: September 17, 2022

Chief Investment Officer Troy Harmon is joined by Managing Associate D.J. Barker, CWS®, and Senior Associate Melanie Wells, CFP®, to cover a situation where the investors are not following the advice laid out by their investment adviser. They cover why the advice was designed for their situation and how not heeding the recommendations can put them behind.

Read the Article: https://www.henssler.com/deviating-from-an-advisers-recommendations