Did it happen again? During an annual check-in with one of your clients, you’re surprised to hear about a job change, a new vacation property or inheritance money that recently got stashed away in a long-term CD.
These kinds of client decisions are certainly theirs to make. But had they known about potential financial implications and how a decision might not align with their retirement goals, they might have reconsidered.
So, why didn’t they seek your advice?Read More