Broker Check

Podcast - Ep 7: The Customer Isn't Always Right

| March 18, 2021
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In nearly all of the retail, restaurant and hospitality world, the old saying is that “the customer is always right.” But when it comes to financial planning, it’s probably not wise to subscribe to that idea. What’s the point of having a financial coach if your advice is better than your coach’s advice? Today we will discuss some statements we might hear from clients that might require a bit of push back because the customer isn’t always right.

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