Naughty or Nice: Financial Advisors
Retire With Integrity Podcast with Brian Bowen
English - December 15, 2022 13:55 - 15 minutes - 21.6 MB - ★★★★★ - 1 ratingInvesting Business News Business News bowen financial retire brian integrity Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
“Making a list, checking it twice, going to find out who’s naughty or nice…” Which of these financial advisor scenarios would put an advisor on the naughty list? Brian shares what he thinks about these situations and what is expected of a trustworthy advisor.
Which one of these things are naughty and which ones are nice? Listen to find out!
Limiting client meetings to once a year. (0:24) Having an asset minimum for prospective clients. (4:20) Making changes without a discussion with the client. (7:41) Refusing to wire money without a verbal confirmation. (10:09) Providing only positive testimonials. (13:43)
Get Additional Information: https://financialplanningva.com/podcast/
“Making a list, checking it twice, going to find out who’s naughty or nice…” Which of these financial advisor scenarios would put an advisor on the naughty list? Brian shares what he thinks about these situations and what is expected of a trustworthy advisor.
Which one of these things are naughty and which ones are nice? Listen to find out!
Limiting client meetings to once a year. (0:24) Having an asset minimum for prospective clients. (4:20) Making changes without a discussion with the client. (7:41) Refusing to wire money without a verbal confirmation. (10:09) Providing only positive testimonials. (13:43)
Get Additional Information: https://financialplanningva.com/podcast/