))
Naughty or Nice: Financial Advisors
Manage episode 365515348 series 3481242
内容由Nathan O' Bryant提供。所有播客内容（包括剧集、图形和播客描述）均由 Nathan O' Bryant 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
Who’s ending up on the naughty list this year? Today, we talk through different scenarios financial advisors face to see who would go on the nice list and who is on the naughty list. You might be surprised by some of the answers!
Here are some of the biases you might experience:
- Naughty or nice: only one yearly meeting the same year as retirement. (2:06)
- Naughty or nice: Using asset minimums to determine who to advise. (6:21)
- Naughty or nice: Making changes without a thorough discussion with the client. (10:02)
- Naughty or nice: Providing only positive testimonials for new clients. (12:28)
- Naughty or nice: Not moving accounts without a phone call. (16:57)
For more, visit us online: http://thefinancialanswer.com
262集单集
分享
