An Advisor’s Guide to Client Misconceptions
July 11, 2023 at 10:48 AM EDT
Financial advisors understand money and investing to a degree that surpasses a majority of the population. Because of that, advisors must frequently navigate gaps in their clients’ financial educations. Here are some common client misconceptions and how to handle them. Misconception #1: The Basics Vance Barse noted, “When we look at common planning gaps, we [...] The post An Advisor’s Guide to Client Misconceptions appeared first on ETF Trends .
