#6 – Who Tells You When Financial Advice Is Too Expensive

"If I was your financial adviser, I would tell you that engaging me is not a good deal for you." I’ve told hundreds of prospects this over my nearly 40-year career. While almost everyone would benefit from having a fee-only personal financial planner to advocate for their best interests, it’s not in everyone’s best interest to engage one, especially when they can’t afford one. While it certainly isn’t in an adviser’s own financial interest to turn away business, a true client advocate won’t h...