EPISODE · Nov 18, 2021 · 15 MIN
Where Financial Advisors Drop The Ball
from The Roth Guy with Jude Wilson · host Jude Wilson
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
What this episode covers
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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Where Financial Advisors Drop The Ball
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