Miscellaneous
Have you ever wondered how much your advisor thinks about your portfolio and how invested they get in your performance? We want to pull back the curtain a bit and give you the perspective from the other side of the table. Read more and get additional financial resources here: https://pffirm.com/2021/04/are-advisors-invested-in-your-results/ What we discuss on this episode: 1:37 – What does Chris do after tax day? 4:36 – All about trust 5:46 – Setting expectations 10:29 – Acting emotionally 13:57 – Open door policy 16:33 – Final thoughts