"If I was your financial adviser, I would tell you that engaging me is not a good deal for you." I’ve told hundreds of prospects this over my nearly 40-year career. While almost everyone would benefit from having a fee-only personal financial planner to advocate for their best interests, it’s not in everyone’s best interest to engage one, especially when they can’t afford one. While it certainly isn’t in an adviser’s own financial interest to turn away business, a true client advocate won’t hesitate to do so.
A podcast that blends the nuts and bolts of financial advice with the emotions that drive making them.
Rick Kahler, CFP®, CFT-I™, has helped people make better money decisions by integrating financial planning. He blends the nuts and bolts of financial advice with the emotions that drive making them and shares them on his financial therapy podcast.
The Financial Therapy Podcast - It's Not Just About The Money