What Your Advisor CANNOT Do For You

2025-03-06

Many people enter into a relationship with their financial advisor with unrealistic expectations, often believing they can control the uncontrollable. The reality is an advisor can provide great value, but they can’t help you with everything. Today it’s part two of our series on things your advisor can and can't do for you, and we’re going to clarify some misconceptions and set proper expectations regarding what an advisor cannot do. Here’s what we cover in this episode: Here’s what we cover in this episode:

Today it’s part two of our series on things your advisor can and can't do for you, and we’re going to clarify some misconceptions and set proper expectations regarding what an advisor cannot do.

Here’s what we cover in this episode:

0:00 – Intro

2:23 – Guaranteed returns

7:51 – Make you rich overnight

10:08 – Eliminate all risk

11:41 – Change behavior for you

14:04 – Final takeaways

💼 Want expert help in planning for your financial future?

Apply for a consultation here 👉 https://calendly.com/erg-kc/introductory-phone-call-with-erg

📞 Call us: 913-393-4724

📚 Get a FREE copy of our latest book, Exceptional Retirement!

Download here 👉 https://keap.page/bu413/kiplinger-toolkit.html