Real financial advisers should always have an opinion
An adviser's job isn't to offer a random selection of options; it's to assess where clients say they want to go and where they are in that journey.
I'm about to share something a little shocking. Here it comes.
I think real financial advisers should have an opinion.
I get so frustrated when I hear that an adviser-client conversation offered a rundown of all available options. Sort of like, "Oh, you don't like the blue one? Well I have somethi
Learn more about reprints and licensing for this article.
