Are Advisors Invested in Your Results?
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Manage episode 291106211 series 2659792
Have you ever wondered how much your advisor thinks about your portfolio and how invested they get in your performance? We want to pull back the curtain a bit and give you the perspective from the other side of the table.
Read more and get additional financial resources here: https://pffirm.com/2021/04/are-advisors-invested-in-your-results/
What we discuss on this episode:
1:37 – What does Chris do after tax day?
4:36 – All about trust
5:46 – Setting expectations
10:29 – Acting emotionally
13:57 – Open door policy
16:33 – Final thoughts
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