Straight To The Point:

There’s a lot to love about the financial world, but it’s not perfect. Even we get frustrated with some of the things we see from other advisors and big brokerage firms.

On this episode of the podcast, we’re going to point out of a few of those problems and why they drive Chris crazy. As you know, this industry and these relationships are built on trust so we want to make you aware of these things.

Listen to the full episode using the audio player above or click on the timestamps below to skip to a particular topic.

2:49 – Hidden Fees

4:14 – Clients that are worried about their own goals over their client

6:49 – How can you tell if an advisor is putting their goals first?

7:26 – Big brokerage firms pushing products

9:04 – One-size-fits-all sales pitch

10:07 – It reflects poorly on the industry

12:05 – Buzzwords and jargon

15:08 – Financial plans that are too long


The host: Chris Patterson – EmailWebsite – Tax Free Retirement Toolkit – Call: 904-285-4489

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