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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