You know the old expression about customer service, right? Well, when it comes to financial planning, the job of the advisor isn't to agree with every decision the client wants to make. Sometimes we have to step in and help the client understand why an action might be ill-suited for their goals. Let's look at a few examples of that on this episode. 

 

Read more and get additional financial resources here: https://www.platinumretirementsolutions.com/podcast/ep-3-the-customer-isnt-always-right/ 

 

Today's show schedule: 

0:44 – Here's why we're asking the question today.

1:23 – The reaction from most investors when the market goes down isn't usually beneficial.

4:15 – When we set up an income plan for you, we ask you these questions.

5:44 – What do you do in a market like this?

6:37 – You never want to keep scrapping the plan and restarting.