Are Advisors Invested in Your Results?
Are Advisors Invested in Your Results?

Are Advisors Invested in Your Results?

TomeNotaMan

19 min
Business & Finance
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Description

<p>Have you ever wondered how much your advisor thinks about your portfolio and how invested they get in your performance? We want to pull back the curtain a bit and give you the perspective from the other side of the table.</p> <p> </p> <p>Read more and get additional financial resources here: <a href='https://pffirm.com/2021/04/are-advisors-invested-in-your-results/'>https://pffirm.com/2021/04/are-advisors-invested-in-your-results/</a> </p> <p> </p> <p>What we discuss on this episode: </p> <p>1:37 – What does Chris do after tax day?</p> <p>4:36 – All about trust</p> <p>5:46 – Setting expectations</p> <p>10:29 – Acting emotionally</p> <p>13:57 – Open door policy</p> <p>16:33 – Final thoughts</p>

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caroline_glass

caroline_glass

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