The Tough Financial Conversations (3/30/2024)

In this Easter day show, Brian dives into the nuanced world of financial advising, focusing on the hurdles advisors encounter when approaching sensitive subjects with clients. He shares his personal experiences and insights on how advisors should navigate discussions about retirement risks, overspending, and faulty investment strategies. The roles of financial advisors reach far beyond asset management, as they need to manage the expectations of their clients and address their emotional responses. How deep does the relationship with your advisor run?

Listen, Watch, Subscribe, Ask!

https://www.therealmoneypros.com

Host:

Brian Wiley, Financial Advisor

—————————————————————

SPONSORS:

Guild Mortgage:

https://branches.guildmortgage.com/id/meridian/dave-perry-835-hpdpe.html?utm_source=radio&utm_medium=description&utm_campaign=sponsor

Ataraxis PEO

https://ataraxispeo.com/offer

Tree City Advisors of Apollon:

https://www.treecityadvisors.com

Apollon Wealth Management:

https://apollonwealthmanagement.com/

—————————————————————