How To Tell If You Are Getting Advice Or A Sales Pitch

March 31, 2015

I recently spoke with a friend who has been talking to advisors about retirement planning. Since I am always curious about the client-advisor experience, I asked her what she was told. After hearing her, I told her that she was not getting advice. She was getting a sales pitch. Continue reading “How To Tell If You Are Getting Advice Or A Sales Pitch”