Smart, Simple Wealth
Smart, Simple Wealth
Carrie Quraishi
Why Are You Making Excuses For Sticking With The Wrong Advisor?
23 minutes Posted Oct 3, 2019 at 9:00 am.
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Show notes

Very often we see a broker or advisor who’s doing a less than stellar job, but folks continue to work with him or her simply because they feel that he or she is a nice guy/gal. Let’s talk about the ridiculousness of actual statements we’ve heard from clients and why it’s important for people to get help and advice that they really need, instead of just maintaining a relationship for strictly personal reasons.

Important Links:

Quraishi Law Firm: https://quraishilaw.com/

Wealth Protection Toolkit: https://go.quraishilaw.com/toolkit-new