Ep 67: Things That Drive Your Financial Advisor Crazy
Business
On today’s episode, we’re talking about things that drive your financial advisor crazy about the financial world. Read more and get additional financial resources here: https://principalpreservationservices.com/retirement-reality-podcast/ What we discuss on this episode: 1:21 – Coronavirus vaccine3:10 – Hidden fees5:08 – Advisors who put their own goals ahead of their clients7:00 – Cookie cutter (one-size-fits-all) sales pitches9:15 – Big companies who push products11:12 – Buzzwords and jargon that don’t mean anything to the average person13:25 – Financial plans that consist of dozens of pages that no one can understand16:48 – Mailbag: Should we refinance our house?

