The Financial Answer

Financial planning guidance from West Tennessee’s Nathan O’ Bryant.

Unreasonable Requests to Financial Advisors

Posted on November 19th, 2020

What kind of unreasonable requests do financial advisors hear? Have you ever uttered one of these phrases? Nathan talks through what is and isn’t possible when it comes to financial planning.


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What we discuss on this show: 

1:48 - “I want a bigger return with little or no risk.”

5:18 - “Can you reduce your fees?”

9:10 - “How can I get out of paying taxes?”   

11:47 - “Can you just do it for me?”

15:07 - What does participation look like when financial planning?

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