The best part about being a financial planner is learning by watching what other people do. Here are 7 things we’ve learned from watching our clients over the years.
1 question no one ever asks their financial advisor
In this edition:
Whenever I speak with someone thinking about hiring us as their financial advisor common questions include; how our investment strategy has performed, what we can do to reduce income taxes. The kind of clients we serve best, how much we charge, etc. But the one question no one has ever asked me, but should, is…