How Often Do These Financial Situations Happen?

Day-to-day, Eric works with a lot of people as he helps them navigate a variety of financial decisions. But what might seem rare to you could be a more common occurrence to witness in his office. How often does Eric come across scenarios like these? You might be surprised by some of the answers!

Which of these sayings relate to your financial life? 

• Do people find out they can retire tomorrow if they wanted to? (0:47)
• Are clients prone to disregard the advice from their financial advisor? (2:37)
• Emotions happen. How often does someone cry during a financial meeting? (5:13)
• Are unexpected inheritances a rare occurrence? (8:17)

 

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