In nearly all of the retail, restaurant and hospitality world, the old saying is that “the customer is always right.” But when it comes to financial planning, it’s probably not wise to subscribe to that idea. What’s the point of having a financial coach if your advice is better than your coach’s advice?
Let’s talk about some statements you might hear from clients that might require you to push back because the customer isn’t always right.
No matter what your goals or objectives are, our process always begins with that Money Map review so we can begin the conversation.
Here are some of the things we discuss in this episode:
1:05 – When someone says, “Now is the time to get into or out of the market.”
2:24 – “This is what I want to invest in. I just need you to pick the exact funds for me.”
3:07 – When someone doesn’t want to spend money on a certain product or investment.
4:21 – When someone makes up their mind on an investment strictly based on fees.
5:42 – “My accounts are down right now so I don’t think this plan is working.”
8:12 – A Women’s Word with Heather Atkins: How women approach investing.
13:57 – Mailbag question on saving strategies close to retirement
15:30 – CEO’s Corner with Joel Johnson – The labor market
“We always felt our financial needs were in very capable hands. Alex Angst is great to work with. Our advisor always made us feel he had our best interests at heart and explained things so we could understand them.”
“Working with Johnson Brunetti has had a positive impact on my life by providing me with the knowledge, confidence, and peace of mind to move forward with my retirement plans. The process of getting to this point, through their guidance, has been informative and pleasurable.”
“I view your company as one that puts my interests first. I think that is very uncommon and very refreshing. “
“Matt does an awesome job! So easy to understand and he listens to our concerns and addresses them! happy I chose your firm!”
“I have been pleased with the help and service I have received from the company. I have met several team members on Eric’s team and have found all of them very well prepared to meet with me when reviewing my portfolio. I always feel that I am an important customer and appreciate that very much. I hope the firm continues to focus on the customer and maintains its great service. I think you do a great job for someone like me!!!! I’m happy I chose your firm!”
Investment Advisory Services offered through JB Capital, LLC.
Insurance Products offered through JN Financial, LLC.
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JB Capital LLC is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. Information presented is for educational purposes only and is not intended as an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.
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