Why do you financial advisers need me to sign so many bloody forms?
A long-term friend who recently became a client sprayed me with the above last week, and whilst it wasn’t a criticism or complaint, it was an observation. He is a…
A long-term friend who recently became a client sprayed me with the above last week, and whilst it wasn’t a criticism or complaint, it was an observation. He is a…
Answer - Because it’s worth it! I did laugh when I first heard this comment, and whilst I do not expect my clients to ask for my blessing before proposing,…