Why Are You Making Excuses For Sticking With The Wrong Advisor? episode artwork

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

Episode metadata supplied by the publisher feed · Published Oct 3, 2019

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Why Are You Making Excuses For Sticking With The Wrong Advisor?

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