FINANCIAL ADVISORS NEED TO STOP DOING THIS...!!!
December 15, 2021 | By Elite Resource Team
Financial Advisors
In a recent survey completed by the CFA Institute, only 23% of people view Financial Advisors as "trustworthy." CPAs on the other hand was almost double that.
Unfortunately, statistics like this have created an unequal playing field, or at least they have in the minds of wealth managers, insurance agents, and accountants.
However, during this video Anton Anderson explores whether or not that really should be the case.
What if we strip away the stereotypes and generalizations, and instead focus on the fundamental characteristics of a win/win relationship.
Hope you find it valuable!!!