Latest / The Pilot’s Advisor Podcast
The Customer Isn’t Always Right
Ryan checks in from Belgium as the election nears and coronavirus cases increase. And the lessons being learned right now relate well to that old saying in the retail world, “the customer is always right.” But when it comes to financial planning, it’s probably not wise to subscribe to that mentality 100 percent of the time. What’s the point of having a financial coach if your advice is better than your coach’s advice? We're going to talk about some statements Ryan might hear from clients that require him to push back.
Show Notes & Info:
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