Latest / Mind Your Money with Bradshaw Rogers Financial Partners
Ep 14: What Drives Us Crazy
Our job as financial advisors is to help clients reach their retirement goals through proper planning and careful execution, but not everything in the financial world operates as we'd like. It's time to highlight the areas in planning that can be really frustrating, even for us.
Key Points:
0:47 – Hidden Fees
2:05 – Advisors that put their own goals ahed of their clients
5:12 – Cookie-cutter strategies
6:30 – Pushing specific products
9:29 – Making financial plans too complicated
Contact:
Email: office@bradshawfp.com
Call: 704-216-2260
The skinny
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