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The Tough Financial Conversations (3/30/2024)
Manage episode 410060136 series 3083349
Contenuto fornito da Alec Kelso and The Real Money Pros. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Alec Kelso and The Real Money Pros o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
In this Easter day show, Brian dives into the nuanced world of financial advising, focusing on the hurdles advisors encounter when approaching sensitive subjects with clients. He shares his personal experiences and insights on how advisors should navigate discussions about retirement risks, overspending, and faulty investment strategies. The roles of financial advisors reach far beyond asset management, as they need to manage the expectations of their clients and address their emotional responses. How deep does the relationship with your advisor run?
Listen, Watch, Subscribe, Ask!
https://www.therealmoneypros.com
Host:
Brian Wiley, Financial Advisor
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SPONSORS:
Guild Mortgage:
https://branches.guildmortgage.com/id/meridian/dave-perry-835-hpdpe.html?utm_source=radio&utm_medium=description&utm_campaign=sponsor
Ataraxis PEO
Tree City Advisors of Apollon:
https://www.treecityadvisors.com
Apollon Wealth Management:
https://apollonwealthmanagement.com/
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