084 - Moira Somers - Advice That Sticks
Maven Money Personal Finance Podcast
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Do You Know When You're Not at Your Best?
Many clients reach out to financial advisers, it's because some major life event has happened that's just knocked them off their pins. And sometimes the ice, the very sensible advice that a financial adviser would give at such a juncture doesn't stand a hope and heck of being followed. A lot of people don't have wills, at least in north america. So what can you do, other than sort of drop the, drop this little gift on people and then run away?
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