"That's why you pay me the big bucks." You gasp when you read that, instantly realizing how bad and stupid it sounds. You would never say that to a client or prospect! Here are 10 more expressions advisors should avoid, not only with high-net-worth individuals, but other people, too. Sometimes expressions just slip out, but we all need to think before we speak.
© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.
Sponsored by Allianz Life Insurance Company of North America and Allianz Life Financial Services LLC
Year-end 2024 Tax Topics Checklist