Why Financial Choices Matter: The Tale Of Two Sisters
In this episode of Financial Choices Matter, Charles recounts a time when he and Sheri helped two sisters navigate a tough financial situation. After watching one of Charles’ webinars, the sisters sought his advice after a troubling annuity product was sold to them. Tune in as Charles explains how they fought for their clients' best interests, ultimately helping them get back nearly $1 million from a poor investment choice.
We share this story today to highlight the importance of choosing the right financial advisor, doing your due diligence, and how sometimes the right decision doesn’t come with a paycheck—it’s just about doing the right thing. If you’re considering working with a financial advisor, Charles stresses the importance of trust, reputation, and finding someone who truly has your best interests at heart.
Here’s some of what we discuss in this episode:
0:00 – Intro
0:52 – The tale of two sisters
7:39 – Doing the right thing
10:02 – Working with the right professional
Finra
Broker Check
https://brokercheck.finra.org/
Have questions about any of the topics we covered in today's podcast? Reach out to me at 480-513-1830, or schedule a call via my calendar.