B$D :

09: Bozos, Monsters and Whizbangs – with Lorraine Ell

By
July 12, 2018

A good financial advisor should be there to assist you in understanding your assets; frankly, that isn’t always the case. Many advisors take advantage of their clients and...

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A good financial advisor should be there to assist you in understanding your assets; frankly, that isn’t always the case. Many advisors take advantage of their clients and their lack of understanding. No one wants to be in this situation and facing uncertainty for their financial future. Tune into this episode of Better Money Decisions with Kate Stalter and Lorraine Ell to learn how to avoid a financial crisis and replenish your account. 

Show Highlights:

  • Not putting up with subpar financial advisors 
  • Horror stories of poor advisors 
  • Being ignorant and stuck in the past 
  • Finding new ways to help your clients 
  • Advisors taking advantage of unaware clients 
  • Advisors incentives and mutual funds 
  • Suitability Rules 
  • Working with someone you like but isn’t working in your best interest
  • Ways clients aren’t being served 
  • Women being discredited 
  • The downfall of handling your own finances 
  • Runaway inflation and bond portfolios 
  • Achieving the best outcome for retirement 

Resources:

Brokercheck.com 

Bettermoneydecions.com 

Wecanhelp@bettermoneydecisions.com 

844-507-0961

Bozos, Monsters and Whiz Bangs Financial Advisors ebook

https://bozosmonsterswhizbangs.com

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