The Retirement Playbook with Dale Tondryk

Ep 15: The Customer Isn’t Always Right

May 21, 2020

If you work with an advisor, are you expecting expert advice or are you expecting to be the one who is right all the time? It’s a relationship of trust as you make wise decisions together, but you might not always be “right” when it comes to making financial plans.


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Today's show schedule: 

1:20 - What is open right now under current restrictions?

3:27 - If the customer is “always right” then do you need an advisor? 

7:34 - What if you are set on a certain trend or investment?

9:21 - What if you don’t want to spend money on something like life insurance or long-term care coverage?

11:23 - Are you really listening to the professional advice from an expert?

12:50 - Follow-through is key.