Published on: 03/25/2019
Advisors’ Advice: 9 Big Mistakes Advisors Make
It’s hard for humans to admit to mistakes, but everyone makes them, especially when it comes to work. These can be rookie mistakes, business-building missteps or client headaches. We asked advisors across the country what mistakes they had made as an advisor, whether related to investing, practice management or anything financial. Many were willing to share their stories, and how they changed their behavior going forward. These are mistakes that most advisors have made, most likely, but the key was how they corrected the problem and moved on.
See Full Article