Where Financial Advisors Drop The Ball
Episode 74 of the The Roth Guy with Jude Wilson podcast, hosted by Jude Wilson, titled "Where Financial Advisors Drop The Ball" was published on November 18, 2021 and runs 15 minutes.
November 18, 2021 ·15m · The Roth Guy with Jude Wilson
Summary
We see a lot of people who aren’t getting the kind of advice and service from their financial advisor that they should be. In a lot of cases, the advisor is only “managing the investments,” but not providing guidance in other areas. Let’s talk about some of the things that your advisor should be doing. Contact: Website: https://centrusfs.com/podcast/ Call: 800-779-4592
Episode Description
We see a lot of people who aren’t getting the kind of advice and service from their financial advisor that they should be. In a lot of cases, the advisor is only “managing the investments,” but not providing guidance in other areas. Let’s talk about some of the things that your advisor should be doing.
Contact:
Website: https://centrusfs.com/podcast/
Call: 800-779-4592
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