Ep 3: The Customer Isn’t Always Right

2020-05-19T17:34:39+00:00June 4th, 2020|Categories: Podcast|Tags: , , , , , , , |

You know the old expression about customer service, right? Well, when it comes to financial planning, the job of the advisor isn’t to agree with every decision the client wants to make. Sometimes we have to step in and help the client understand why an action might be ill-suited for their goals. Let’s look at a few examples of that on this episode.