EPISODE · Oct 3, 2019 · 23 MIN
Why Are You Making Excuses For Sticking With The Wrong Advisor?
from Smart, Simple Wealth · host Carrie Quraishi
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. Important Links: Quraishi Law Firm: https://quraishilaw.com/ Wealth Protection Toolkit: https://go.quraishilaw.com/toolkit-new
Embed this episode
Ready to play
Why Are You Making Excuses For Sticking With The Wrong Advisor?
No transcript for this episode yet
Similar Episodes
No similar episodes found.