This episode focuses on the frequently asked question of "what if I disagree with what the adviser says?". Michael and Dallas discuss the importance of collaboration and communication in financial planning. The client has every right to disagree with certain things and it is up to the adviser to discuss the trade-offs between a client's decision and figure out a plan that is most suitable to their goals.
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Information
- Show
- FrequencyUpdated Weekly
- Published25 November 2020 at 7:45 pm UTC
- Length22 min
- Season2
- Episode116
- RatingClean
