Don’t fall for this too-good-to-be-true investment, it almost cost my client big!

/in /by

When a client tells you they want to take $1,000,000 from your firm for something that is too good to be true, it’s not a time to soft pedal the truth.

After my client sent me a product proposal from another advisor my email back to him was:

“Hey, it’s no BS Friday so I’ll just say this, the other advisor is either lying or has no idea what he’s talking about”.

I joined the Marines and was a police officer to stop bad people from hurting good people. Just because I do money stuff doesn’t mean my mission has changed.

#fiduciary #financialplanning

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