Cut The Crap Retirement Show

What Drives Your Financial Advisor Crazy

January 21, 2021

No industry is without its flaws, and the financial industry is no exception. Let’s explore some times where we’ve encountered annoying or frustrating elements of the financial world. As you would expect, Chris will give it to you straight.

 

Read more and get additional financial resources here: https://pffirm.com/2021/01/what-drives-your-financial-advisor-crazy/ 

 

What we discuss on this episode: 

2:49 – Hidden Fees

4:14 – Clients that are worried about their own goals over their client

6:49 – How can you tell if an advisor is putting their goals first?

7:26 – Big brokerage firms pushing products

9:04 – One-size-fits-all sales pitch

10:07 – It reflects poorly on the industry

12:05 – Buzzwords and jargon

15:08 – Financial plans that are too long