Is the Customer Always Right?
Episode 148 of the The Financial Answer with Nathan O’Bryant podcast, hosted by Nathan O' Bryant, titled "Is the Customer Always Right?" was published on May 21, 2020 and runs 20 minutes.
May 21, 2020 ·20m · The Financial Answer with Nathan O’Bryant
Summary
When you work with a financial advisor, is the customer always right? What if your ideas don’t match? Who is really in charge when it comes to your money and your financial plan? Read more and get additional resources here: https://wp.me/paIiUZ-fv Today's show schedule: 0:42 - What’s open and what is still closed during the pandemic? 4:13 - A financial advisor’s job includes giving some pushback and feedback. 8:05 - You need to understand how each piece of your plan fits together. 9:41 - Know the difference between a good plan and gambling. 13:07 - When you work with an experienced professional, allow room to hear their advice. 14:41 - Carefully consider the details of various elements in your estate plan and insurance needs. 16:29 - You need to have long-term strategy instead of constant changes.
Episode Description
When you work with a financial advisor, is the customer always right? What if your ideas don’t match? Who is really in charge when it comes to your money and your financial plan?
Read more and get additional resources here: https://wp.me/paIiUZ-fv
Today's show schedule:
0:42 - What’s open and what is still closed during the pandemic?
4:13 - A financial advisor’s job includes giving some pushback and feedback.
8:05 - You need to understand how each piece of your plan fits together.
9:41 - Know the difference between a good plan and gambling.
13:07 - When you work with an experienced professional, allow room to hear their advice.
14:41 - Carefully consider the details of various elements in your estate plan and insurance needs.
16:29 - You need to have long-term strategy instead of constant changes.
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