116 FAQ - What if I disagree with what the adviser says? episode artwork

EPISODE · Nov 25, 2020 · 21 MIN

116 FAQ - What if I disagree with what the adviser says?

from Money Over 50 · host Lighthouse Financial Advisers

This episode focuses on the frequently asked question of "what if I disagree with what the adviser says?". Michael and Dallas discuss the importance of collaboration and communication in financial planning. The client has every right to disagree with certain things and it is up to the adviser to discuss the trade-offs between a client's decision and figure out a plan that is most suitable to their goals. For all listener questions/feedback, please contact the team at [email protected]

Episode metadata supplied by the publisher feed · Published Nov 25, 2020

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116 FAQ - What if I disagree with what the adviser says?

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