Equipping Points:
Do you think your financial advisor belongs on the naughty list or the nice list this year? Eric talks through a few scenarios that financial advisors may face to set the record straight on whether it is nice or naughty. If you come across a similar situation, hopefully, this will shed some light on reasonable expectations clients should have with their advisors.
Which of these are naughty and which of these are nice? Find out!
- A retirement planning meeting replaces an annual review scheduled for 6 months later. 1:09
- Asset minimums are required for clients. 4:37
- Handling an investment change with a mere voicemail. 6:44
- Advisor won’t transfer money without verbal confirmation. 9:09
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.
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