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