If you work with an advisor, are you expecting expert advice or are you expecting to be the one who is right all the time? It’s a relationship of trust as you make wise decisions together, but you might not always be “right” when it comes to making financial plans.
 
and get additional financial resources here: https://retirementplaybookpodcast.com/retirement-strategy/ep-15-the-customer-isnt-always-right-when-it-comes-to-financial-planning/1274/ 
 
Today's show schedule: 
1:20 - What is open right now under current restrictions?
3:27 - If the customer is “always right” then do you need an advisor? 
7:34 - What if you are set on a certain trend or investment?
9:21 - What if you don’t want to spend money on something like life insurance or long-term care coverage?
11:23 - Are you really listening to the professional advice from an expert?
12:50 - Follow-through is key.

Ver todos los episodios