Jan 20 (edited) • General discussion
👋 "No wonder he invited me to his son's wedding... I paid for it!"
Quick question to start some discussion:
What's the most confusing or frustrating thing you've experienced in a meeting with a financial advisor?
Was it:
- The jargon they used?
- How they explained their fees?
- The way they dismissed your specific concerns?
- Something else?
I'll start... In my 20 years managing $2B in assets, the most frustrating thing I witnessed was advisors using complex terminology to avoid giving straight answers about fees.
I remember one client telling me, "No wonder he invited me to his son's wedding... I paid for it!" after I explained how much she was really paying in fees.
Share your experience below 👇
Let's discuss how to spot these situations and what questions you could ask to get straight answers.
Remember: You're not alone in feeling confused or frustrated.
That's why we're here - to help each other navigate these important decisions.
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👋 "No wonder he invited me to his son's wedding... I paid for it!"
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