Naughty or Nice: Financial Advisors

Who’s ending up on the naughty list this year? Today, we talk through different scenarios financial advisors face to see who would go on the nice list and who is on the naughty list. You might be surprised by some of the answers!
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Confidence Corner

Who’s ending up on the naughty list this year? Today, we talk through different scenarios financial advisors face to see who would go on the nice list and who is on the naughty list. You might be surprised by some of the answers!

Here are some of the biases you might experience:

  • Naughty or nice: only one yearly meeting the same year as retirement. 2:06
  • Naughty or nice: Using asset minimums to determine who to advise. 6:21
  • Naughty or nice: Making changes without a thorough discussion with the client. 10:02
  • Naughty or nice: Providing only positive testimonials for new clients. 12:28
  • Naughty or nice: Not moving accounts without a phone call. 16:57

 

A Point Of Wisdom:

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YOUR HOST

Nathan O’ Bryant is the founder of O’Bryant & Associates, Inc., a Registered Investment Advisory firm in the state of TN. He’s been helping people plan for retirement and their financial futures for more than 15 years.

The weekly podcast features discussion and excellent guidance on the important financial planning questions we all have. Whether it’s tax planning, retirement income, social security or the stock market, you’ll find that no topics are off limit on this show.

YOUR HOST

Nathan O’ Bryant is the founder of O’Bryant & Associates, Inc., a Registered Investment Advisory firm in the state of TN. He’s been helping people plan for retirement and their financial futures for more than 15 years.

The weekly podcast features discussion and excellent guidance on the important financial planning questions we all have. Whether it’s tax planning, retirement income, social security or the stock market, you’ll find that no topics are off limit on this show.

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