It takes a lot to get David worked up, but we found some things within the financial industry that drives him and other good advisors crazy. Let’s find out what those are on today’s episode.
Show Notes and Additional Resources: https://coveryourassetskc.com/financial-things-that-drive-you-crazy/
Today's Rundown:
0:36 – When folks come in and you find all these hidden fees they knew nothing about.
2:04 – There are people in the industry that aren’t truly looking out for the best interests of their clients.
3:59 – People that make their sales pitches and try to push a one-size-fits-all approach to planning.
6:35 – When advisors try to use a lot of financial jargon and buzzwords that confuse and mislead.
8:04 – Financial plans that consist of pages and pages of information and aren’t really customized for a client.
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