Ep 10: Financial Planning - When The Customer Isn't Always Right

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?   

 

Read more and get additional resources here: https://theuswealthadvisors.com/2020/06/ep-10-financial-planning-when-the-customer-isnt-always-right/ 

 

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.”