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Her Wealth Matters Series: When The Customer Isn’t Always Right
Manage episode 343300608 series 3402746
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When you work with a financial advisor, you’re likely coming to them for financial advice and expertise. But what about that saying, “the customer is always right”? Is that still true?
Today's show schedule:
1:42 - “I think I can time the market.”
3:19 - “I know what I want to invest in, just pick the funds for me.”
5:04 - “I don’t need to spend the money on life insurance or long-term care.”
6:35 - “The fees are too high!”
8:23 - “My accounts are down right now, this isn’t working.”
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