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EPISODE · May 14, 2020 · 40 MIN

The Customer Isn't Always Right

from Simply Financial with Kevin Wray · host Kevin Wray

In nearly all of the retail, restaurant and hospitality world, the old saying is that “the customer is always right.” But when it comes to financial planning, it’s probably not wise to subscribe to that idea. What’s the point of having a financial coach if your advice is better than your coach’s advice? Let’s talk about some statements you might hear from clients that might require you to push back because the customer isn’t always right. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500  

Episode metadata supplied by the publisher feed · Published May 14, 2020

What this episode covers

In nearly all of the retail, restaurant and hospitality world, the old saying is that “the customer is always right.” But when it comes to financial planning, it’s probably not wise to subscribe to that idea. What’s the point of having a financial coach if your advice is better than your coach’s advice? Let’s talk about some statements you might hear from clients that might require you to push back because the customer isn’t always right. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

PodParley-generated summary based on available episode metadata and transcript content.

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Frequently Asked Questions

How long is this episode of Simply Financial with Kevin Wray?

This episode is 40 minutes long.

When was this Simply Financial with Kevin Wray episode published?

This episode was published on May 14, 2020.

What is this episode about?

In nearly all of the retail, restaurant and hospitality world, the old saying is that “the customer is always right.” But when it comes to financial planning, it’s probably not wise to subscribe to that idea. What’s the point of having a financial...

Can I download this Simply Financial with Kevin Wray episode?

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