Her Wealth Matters Series: When The Customer Isn’t Always Right

When you work with a financial advisor, you’re likely coming to them for financial advice and expertise. But what about that saying, “the customer is always right”? Is that still true?

Today's show schedule:

1:42 - “I think I can time the market.”

3:19 - “I know what I want to invest in, just pick the funds for me.”

5:04 - “I don’t need to spend the money on life insurance or long-term care.”

6:35 - “The fees are too high!”

8:23 - “My accounts are down right now, this isn’t working.”