54 - Breaking Bad (News)
TRAP: The Real Adviser Podcast
00:00
Navigating Tough Conversations in Finance
This chapter explores the challenges financial advisors face when delivering difficult news to clients about their financial situations. It emphasizes the importance of honesty, integrity, and effective communication in maintaining client relationships, while also discussing the necessity of regular cash flow modeling. Through personal anecdotes, the speakers reflect on the balance between client care and financial honesty, advocating for transparency as a vital component of successful financial advising.
Transcript
Play full episode
