The 10 Worst Clichés of Wealth Management

These are great. Next time you chat with your financial adviser, have a copy of this article with you…

The 10 Worst Clichés of Wealth Management

Here is a list of them:

  1. “We sit on the same side of the table as our clients.”
  2. “We win if you win.”
  3. “Thought leaders”
  4. “Our process”
  5. “Settling for average”
  6. “We treat your assets as if they were our own.”
  7. “We put client interests first.”
  8. “Transparent”
  9. “No conflicts of interest”
  10. “We’ll tell you anything you wanna hear.”

Run for the hills when you hear any of the above…

Read the article for details.