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

Episode metadata supplied by the publisher feed · Published Sep 19, 2019

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Excuses Why You‘re Working With The Wrong Advisor

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