The Financial Answer
The Financial Answer
Nathan O' Bryant
Unreasonable Requests to Financial Advisors
22 minutes Posted Nov 19, 2020 at 9:00 am.
“I want a bigger return with little or no risk.”
“Can you reduce your fees?”
“How can I get out of paying taxes?”
“Can you just do it for me?”
What does participation look like when financial planning?
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Show notes
What kind of unreasonable requests do financial advisors hear? Have you ever uttered one of these phrases? Nathan talks through what is and isn’t possible when it comes to financial planning.
 
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