The Retirement Pilot

Why Are You Making Excuses For Sticking With The Wrong Advisor?


Listen Later

Very often we see a broker or advisor who’s doing a less than stellar job, but folks continue to work with him or her simply because they feel that he or she is a nice guy/gal. Let’s talk about the ridiculousness of actual statements we’ve heard from clients and why it’s important for people to get help and advice that they really need, instead of just maintaining a relationship for strictly personal reasons…

...more
View all episodesView all episodes
Download on the App Store

The Retirement PilotBy Steve Hoover