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Excuses Why You‘re Working With The Wrong Advisor episode artwork

EPISODE · Sep 19, 2019 · 13 MIN

Excuses Why You‘re Working With The Wrong Advisor

from The Roth Guy with Jude Wilson · host Jude Wilson

Very often we see a broker, or advisor who’s doing a less than stellar job, but folks continue to work with him, or her simply because they feel that he, or she is a nice guy/gal. Let’s talk about the ridiculousness of actual statements we’ve heard from clients and why it’s important for people to get help and advice that they really need, instead of just maintaining a relationship for strictly personal reasons. Contact: Website: https://centrusfs.com/podcast/   Call: 800-779-4592

What this episode covers

Very often we see a broker, or advisor who’s doing a less than stellar job, but folks continue to work with him, or her simply because they feel that he, or she is a nice guy/gal. Let’s talk about the ridiculousness of actual statements we’ve heard from clients and why it’s important for people to get help and advice that they really need, instead of just maintaining a relationship for strictly personal reasons. Contact: Website: https://centrusfs.com/podcast/   Call: 800-779-4592

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Excuses Why You‘re Working With The Wrong Advisor

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Frequently Asked Questions

How long is this episode of The Roth Guy with Jude Wilson?

This episode is 13 minutes long.

When was this The Roth Guy with Jude Wilson episode published?

This episode was published on September 19, 2019.

What is this episode about?

Very often we see a broker, or advisor who’s doing a less than stellar job, but folks continue to work with him, or her simply because they feel that he, or she is a nice guy/gal. Let’s talk about the ridiculousness of actual statements we’ve heard...

Can I download this The Roth Guy with Jude Wilson episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
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