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Ep 7: The Customer Isn't Always Right
Manage episode 287753803 series 2824641
In nearly all of the retail, restaurant and hospitality world, the old saying is that “the customer is always right.” But when it comes to financial planning, it’s probably not wise to subscribe to that idea. What’s the point of having a financial coach if your advice is better than your coach’s advice? Today we will discuss some statements we might hear from clients that might require a bit of push back because the customer isn’t always right.
Contact:
If you have any questions, call 215-513-4330 or visit https://www.kempharvest.com/
56 פרקים
Manage episode 287753803 series 2824641
In nearly all of the retail, restaurant and hospitality world, the old saying is that “the customer is always right.” But when it comes to financial planning, it’s probably not wise to subscribe to that idea. What’s the point of having a financial coach if your advice is better than your coach’s advice? Today we will discuss some statements we might hear from clients that might require a bit of push back because the customer isn’t always right.
Contact:
If you have any questions, call 215-513-4330 or visit https://www.kempharvest.com/
56 פרקים
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