Podcast
Don't Bother Each Other? Why Advisors And Clients Avoid Talking (And Why This Is A BIG Problem) (Podcast)
In this episode, Ellen Bessner and Brendan Monahan dig into one of the biggest barriers to effective financial planning: lack of communication between investors and advisors. Both sides often avoid reaching out — investors don't want to "bother" their advisor, and advisors worry about appearing intrusive.
Babin Bessner Spry LLP