9 Ways Financial Advisors Fail Their Clients
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Acting as if they know exactly what the financial markets are doing and why.
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Not being quickly and easily accessible via phone or email.
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Not continuing to research a client’s financial situation for a better solution.
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Not recognizing a total solution by ignoring the client’s portfolios managed by outside firms.
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Not speaking to and working deeply with both members of a couple.
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Limiting recommendations to the products provided by the advisor’s firm.
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Failing to address the risks associated with an investment.
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Failing to give ancillary and holistic advice on a client’s financial issues once the portfolio is established.
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Talking over a client’s head and using jargon.