Equipping Points:
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.
Ultimately, when you work with a financial advisor, you want to make sure you are receiving value for what you are paying for. Join us for an insightful conversation with Eric as we dive into the importance of finding the right advisor for your needs and goals.
Here are the quotes we talk through on the 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
If you have any questions about what we discussed on the show or want to follow up with any financial planning questions of your own, get in touch with us and schedule a visit here.
Today’s Takeaway:
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