Apr 21, 2023

In nearly all of the retail, restaurant and hospitality world, the old saying is that “the customer is always right.” But when it comes to financial planning, it’s probably not wise to subscribe to that idea. What’s the point of having a financial coach if your advice is better than your coach’s advice? Let’s talk about some statements you might hear from clients that might require you to push back because the customer isn’t always right.

Here are some of the things we discuss in this episode:

1:05 – When someone says, “Now is the time to get into or out of the market.”

2:24 – “This is what I want to invest in. I just need you to pick the exact funds for me.”

3:07 – When someone doesn’t want to spend money on a certain product or investment.

4:21 – When someone makes up their mind on an investment strictly based on fees.

5:42 – “My accounts are down right now so I don’t think this plan is working.”  

8:12 – A Women’s Word with Heather Atkins: How women approach investing.

13:57 – Mailbag question on saving strategies close to retirement

15:30 – CEO’s Corner with Joel Johnson – The labor market

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