Advisor Pet Peeves

We all have pet peeves, so in today’s episode we talk about some pet peeves financial advisors have. Eric shares his experience as a financial advisor and sheds light on some things in the industry that can negatively impact both clients and professionals. From cookie-cutter financial plans to hidden fees, these things can really rub you the wrong way.

Here are the pet peeves we talk about on today’s show:

• Fee structures can result in hidden fees. (1:21)
• Advisors who put their own goals ahead of their clients. (3:41)
• One-size-fits-all plans aren’t the answer. (5:56)
• A complicated plan is not a better plan. (10:35)

 

Get in touch with the Peterson Financial team: https://petersonfg.com/