We all have pet peeves, so in today’s episode we talk about some pet peeves financial advisors have. Eric shares his experience as a financial advisor and sheds light on some things in the industry that can negatively impact both clients and professionals. From cookie-cutter financial plans to hidden fees, these things can really rub you the wrong way.
Here are the pet peeves we talk about on today’s show:
Fee structures can result in hidden fees. (1:21)
Advisors who put their own goals ahead of their clients. (3:41)
One-size-fits-all plans aren’t the answer. (5:56)
A complicated plan is not a better plan. (10:35)

 
Get in touch with the Peterson Financial team: https://petersonfg.com/
 
 

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