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.
The Plan Wise, Retire Free Podcast
Excuses Why You’re Working With The Wrong Advisor
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Business owners are particularly vulnerable to some misconceptions and false assumptions about their retirement. Let’s address a few of these issues.