Cut The Crap Retirement Show

Are Advisors Invested in Your Results?

April 29, 2021

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