9 min
Your Parents Trust Their Advisor | Series 3.2 Enjoy More 30s: Family Finance
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- How To
Do you ever stop and think who your parents are actually taking their advice from?
Your parents likely have a very long relationship with their advisor (02:36)They may not be used to asking 'why' based questions (03:01)Respectfully ask thought provoking questions (04:10)
Quote for the episode: "The goal is to have them think and evaluate and ask your opinion, if they want to, as needed."
Securities offered through TFS Securities, Inc., Advisory Services through TFS Advisory Services, a SEC Registered Investment Advisor Member FINRA / SIPC. TFS Securities, Inc. located at 437 Newman Springs Road, Lincroft, NJ 07738 (732) 758-9300.
Do you ever stop and think who your parents are actually taking their advice from?
Your parents likely have a very long relationship with their advisor (02:36)They may not be used to asking 'why' based questions (03:01)Respectfully ask thought provoking questions (04:10)
Quote for the episode: "The goal is to have them think and evaluate and ask your opinion, if they want to, as needed."
Securities offered through TFS Securities, Inc., Advisory Services through TFS Advisory Services, a SEC Registered Investment Advisor Member FINRA / SIPC. TFS Securities, Inc. located at 437 Newman Springs Road, Lincroft, NJ 07738 (732) 758-9300.
9 min