Smart, Simple Wealth
Episodes
Thursday Oct 03, 2019
Why Are You Making Excuses For Sticking With The Wrong Advisor?
Thursday Oct 03, 2019
Thursday Oct 03, 2019
Very often we see a broker or advisor who’s doing a less than stellar job, but folks continue to work with him or her simply because they feel that he or she is a nice guy/gal. Let’s talk about the ridiculousness of actual statements we’ve heard from clients and why it’s important for people to get help and advice that they really need, instead of just maintaining a relationship for strictly personal reasons.
Important Links:
Quraishi Law Firm: https://quraishilaw.com/
Wealth Protection Toolkit: https://go.quraishilaw.com/toolkit-new
Version: 20230822