How Often Does a Financial Advisor Answer These Questions?

2020-02-06

How often do advisors see certain situations? Are you alone in your questions or are they common scenarios? Show notes and additional resources: https://wp.me/paIiUZ-ek Today's rundown: 2:25 - In the News: Former Wells Fargo CEO John Stumpf to pay millions in fines. 3:38 - How we respond to the market recently taking a bit of a dip, in part with the Coronavirus. 5:16 - How often do people ask, “Can I retire tomorrow?” 6:20 - How often do clients go against the advisor’s advice?

How often do advisors see certain situations? Are you alone in your questions or are they common scenarios?

Show notes and additional resources: https://wp.me/paIiUZ-ek

Today's rundown:

2:25 - In the News: Former Wells Fargo CEO John Stumpf to pay millions in fines.

3:38 - How we respond to the market recently taking a bit of a dip, in part with the Coronavirus.

5:16 - How often do people ask, “Can I retire tomorrow?”

6:20 - How often do clients go against the advisor’s advice?

9:16 - It’s good to challenge advisors to understand the reasons for their financial advice.

9:49 - How often does a client cry?

11:23 - How often does a client say they need a million dollars before retiring?

13:48 - Mailbag: Should I sell my rental properties to pay off debt?

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