Podcasts Other Conversations for Financial Professionals Financial Advisor Talk: Things You Can't (or Shouldn't) Say as a Financial Advisor

Financial Advisor Talk: Things You Can't (or Shouldn't) Say as a Financial Advisor

Published: Nov. 13, 2019, 3 p.m.

b'Show Notes:\\nAre there certain things you can\'t (or shouldn\'t) say as a financial advisor?\\nAbsolutely.\\nI\'ve heard some wild stories in my time in the industry and I\'m sure you have some doozies to tell also.\\nThere are some guidelines in this industry as to what you can and cannot and I\'d like to provide you with some tips that you can use as a financial advisor in practice.\\nIn my latest video, I describe the following things as "bad" financial advisor talk:\\n\\u2705 "I guarantee OR I\'m sure that...Always...never..."\\n\\u2705 "The client\'s assets I placed in XYZ fund will perform the same way for you..."\\n\\u2705 False or Misleading information\\nThanks for listening.\\nAre you a current or aspiring financial professional? Click here to learn more about how I\'m helping you jumpstart your career!\\nWant to connect with me? Send me a DM on Linkedin (@dhendersonsr) or Instagram (@dominiquehendersonsr).\\n\\n--- \\n\\nSend in a voice message: https://anchor.fm/dom-the-maven/message'