Ep 14: What Drives Us Crazy

Our job as financial advisors is to help clients reach their retirement goals through proper planning and careful execution, but not everything in the financial world operates as we’d like. It’s time to highlight the areas in planning that can be really frustrating, even for us.

Key Points: 

0:47 – Hidden Fees

2:05 – Advisors that put their own goals ahed of their clients

5:12 – Cookie-cutter strategies

6:30 – Pushing specific products

9:29 – Making financial plans too complicated

Contact:

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Call: 704-216-2260