How to Navigate a Financial Advisor's Knowledge Gap

A financial advisor is probably going to know a lot less about their finances than the financial advisor who's done all of the qualifications. So for me, it's really important when I go into meetings with clients that not only you find lots of situations where say there might be a particular spouse who's the financial decision maker upfront but we know that there are lots of decision makers behind the scenes as wellWho pull the strings? It's really important that both those individuals understand rather than one partner understanding what it is that we're proposing.

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