Goals for Real Financial Advisors, Part 3




Behavior Gap Radio: Exploring human behavior...with a Sharpie show

Summary: In your role as a real financial advisor, you need to practice keeping your personal values from getting in the way of your clients' goals. For instance, let's say you have a very strong whether parents should pay (or shouldn't) pay for their kids' college education. You can't let your opinion trump what your client wants. In this episode, we'll cover how to make sure you're putting your clients goals ahead of your own opinions. To learn more about being a real financial advisor, sign up for our newsletter at behaviorgap.com.