Ep 63: Don’t Assume the Customer Is Always Right

We’ve all heard the saying, “the customer is always right”, but are they? When it comes to financial planning, you are going to see an advisor to hear their guidance and wisdom. So, if there’s a disagreement, are you right or are they? That's what we'll talk about on today's show.

 

Read more and get additional financial resources here: https://philstaxhacks.com/podcast/ep-63-dont-assume-the-customer-is-always-right/ 

 

Watch the video podcast here: https://youtu.be/ZcCIc3MYb58 

 

What we discuss on this show: 

1:45 - Would you have the same response with your doctor?

2:28 - Is now the time to get out or in the market?

5:06 - How do you pick what to be invested in?

7:53 - I don’t need/want that.

10:31 - What happens when the client gets impatient or the market is down? 

13:59 - Are you aligned with your financial advisor