Not Your Average Financial Podcast™

Episode 348: What Your Other Advisor Will Say

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In this episode, we ask:

  • Would you like to see videos?
  • Do you have an existing advisor?
  • Can Mark predict what they will say?
  • What are the motivations beneath their comments?
  • What is it hard for them to hear?
  • Can the other professional build a knock off version?
  • What is completely normal?
  • What about fewer fees?
  • What about the loss of big commissions?
  • What is the motivation?
  • What process happens with a transfer form?
  • Do you have a similar product?
  • What are the fees?
  • What are the taxes?
  • Who knows how to build a Bank on Yourself® type whole life insurance policy correctly?
  • What about guarantees?
  • Can Mark sign a guarantee?
  • Would they be able to sign a guarantee?
  • What about the disclosures?
  • What about the market-based advisor?
  • Would you like to hear Episode 36?
  • What’s on the internet?
  • Where is that advice coming from?
  • Do they have your best interest at heart?
  • Are they obligated to consider your best interest?
  • What is the problem exactly?
  • Is their situation just like yours?
  • Does your kid have financial advice for you?
  • What about death benefit numbers?
  • How about a review?
  • What about the financial infotainers?
  • What is the misunderstanding?
  • What is the doubt?
  • What is the major flaw?
  • What about the crab bucket?
  • With whom do we work?
  • What is the good, the bad and the ugly?
  • What are the concerns?
  • What are the expenses?
  • What about your beliefs?
  • Who will be here for you?
  • What about insurer’s statistics and backing?
  • What about state’s sources?
  • What happened?
  • What questions do you need to ask your advisors? (Send your stories and answers to [email protected]!)
    • Have you ever lost your clients in the past? If so, how can I be guaranteed that you won’t lose my money in the future? Can you put that guarantee in writing?
    • Where do you think tax is going in the future, down or up? How will you protect me from (excess) taxation over my lifetime?
    • Can you know for certain what the market will do over the next 40 years, or even this year?
    • What can you do to help me grow my net worth and my business, if banks decide to reduce or takeaway my line of credit?
    • What are your fees? Do you promise to eliminate them completely when you lose my money in the market?
    • What are you doing to completely protect me from market downturns?
    • What are you doing to completely protect me from creditors if my business fails?
    • What is your plan for me when I bring on equity partners and eventually sell my business?
    • What would you like to discuss further?
    • Would you like to meet with Mark?

      • ...more
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