It’s a point of pride for financial advisors that clients rely on them for help — usually financial advice but sometimes personal as well. Building strong relationships is a fundamental part of their profession and many planners will go to great lengths for their clients. But what about for themselves?
They may not want to admit it, but sometimes advisors have trouble following their own words of wisdom.
Advisor Ryan Marshall of ELA Financial Group in Wyckoff, New Jersey,
has admitted to Financial Planning that he doesn’t always heed the advice he dishes out to clients. There’s one bit of guidance, however, he urges all advisors to take.