Jul 12, 2023
In this episode, The Annuity Man discussed:
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Types of advisors you should avoid
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Things that discredit a financial advisor
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Don’t let an advisor bully you
Key Takeaways:
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There are a lot of great financial advisors who utilize empathy to serve your best interests. However, some believe they control the money and that clients should not question them. The latter tends to talk down to their clients, and if that’s happening to you, you need to find another advisor.
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If your advisor or financial planner shoots down annuities and says stuff like, “All annuities are expensive” or “All annuities are bad,” and they believe that you shouldn’t own an annuity, then you should consider their credibility lost.
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Don’t let an advisor bully you, don’t allow them to act like they own your money or that you should be thankful to them for managing your money. Don’t let an advisor berate you or look down on you. Find an advisor who gives the best advice they can give but still respects your decision.
"Don't allow a person to bully you on something that makes sense or to bully you and act like it's their money, and they're managing it, and you should be happy that they're managing it." — Stan The Annuity Man.
Connect with The Annuity Man:
Website: http://theannuityman.com/
Email: Stan@TheAnnuityMan.com
Book: Owner’s Manuals
YouTube: https://www.youtube.com/channel/UCCXKKxvVslbeGAlEc5sra2g
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