Pergi ke luar talian dengan aplikasi Player FM !
Common Complaints Around Financial Advising
Manage episode 438324071 series 2643568
When it comes to retirement planning, financial advisors can be a huge asset as you work towards the next chapter of life. But that doesn’t mean every relationship with an advisor is perfect. In this episode, dive into the most common complaints people have about their financial advisors.
Here’s some of what we discuss in this episode:
- Making sure that you and your advisor are on the same page when it comes to risk tolerance.
- Ensuring that the fees you pay are worth the service you get.
- How we help our clients realize their goals and timelines.
- Know whether you are working with an advisor or a broker.
Want to get in touch with Mark?
https://retirementhuddle.com/ mark@howardfinancialgroup.com 888-511-7526
110 episod
Manage episode 438324071 series 2643568
When it comes to retirement planning, financial advisors can be a huge asset as you work towards the next chapter of life. But that doesn’t mean every relationship with an advisor is perfect. In this episode, dive into the most common complaints people have about their financial advisors.
Here’s some of what we discuss in this episode:
- Making sure that you and your advisor are on the same page when it comes to risk tolerance.
- Ensuring that the fees you pay are worth the service you get.
- How we help our clients realize their goals and timelines.
- Know whether you are working with an advisor or a broker.
Want to get in touch with Mark?
https://retirementhuddle.com/ mark@howardfinancialgroup.com 888-511-7526
110 episod
Semua episod
×Selamat datang ke Player FM
Player FM mengimbas laman-laman web bagi podcast berkualiti tinggi untuk anda nikmati sekarang. Ia merupakan aplikasi podcast terbaik dan berfungsi untuk Android, iPhone, dan web. Daftar untuk melaraskan langganan merentasi peranti.