Podcast #1101 Don’t Make Assumptions.

The Magellan Network Podcast
20/08/2015 7 min
Podcast #1101 Don’t Make Assumptions.

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Episode Synopsis

I have found that assumptions are one of the most expensive thoughts that an advisor can have. Why? Because it gives an advisor justification not to take a particular action. You assume that you have all your clients investable assets. Why ask? Assume your friend at the chamber is happy with their advisor. Why find out? I believe assumptions cost the typical advisor several million dollars over a career. Is it worth it?

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