23 - Sin Bin or Send Off?
TRAP: The Real Adviser Podcast
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The Importance of Financial Planning
I would see it as part of our job, to coach, to cajole, to help clients. We still get people in who say would have been recommended from somebody who loves the financial plan. And then they come in and they want to know what did your funds do last year? Now, for me, that's not a deal breaker. It might take two years,. which are, you know, two AGMs and maybe one EGM to say, you know what, matters are actually offering the best value. But some people are just not very nice and you don't need that crap in your life. Red cards for me are rudeness to me or to tends not to
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