ForbesBook AuthorVoice: If Your Advisors Aren't Doing These Things, They Might Be Costing You Money - News Summed Up

ForbesBook AuthorVoice: If Your Advisors Aren't Doing These Things, They Might Be Costing You Money


When did the agent last call you, unprompted and not in “selling mode,” to give you some useful advice to save money or for better coverage? If any of these stories sound familiar, then one or more of your advisors has probably cost you money or opportunity at some point. Take this simple but revealing test:On a piece of paper, list your team of advisors by name and profession. These advisors cost you money. These advisors need to be dismissed immediately.


Source: Forbes October 27, 2017 13:18 UTC



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