The Customer Ain’t Always Right

When you see a financial advisor, do you want them to always tell you “you’re right” or do you want someone to coach your through your financial plan? Let’s talk about when the customer isn’t always right when it comes to financial planning.

 

Read more and get additional financial resources here: http://petersonfg.com/the-customer-aint-always-right-in-financial-planning/ 

 

Today's show schedule: 

0:47 - Is the customer “always right” in financial planning?

3:29 - When should an advisor push back?

5:14 - Market volatility or financial trends may trigger sudden new ideas, but are they good ones?

6:51 - Consistent coaching can help you with long-term goals.