Unhealthy and healthy Expectations if you work with an Advisor Part 1 of 2

1. Glenn, you have been doing this for over a decade, I am sure you have had a lot of great people you have worked with, but I would also imagine you have worked with people who are difficult or have unhealthy expectations. Why are you wanting to do this series on having reasonable expectations when working with an investment professional such as yourself?
2. So, lets talk about some of the expectations that clients have had for you that maybe weren’t reasonable and what would be reasonable?

• Unhealthy Expectation #1: I can always reach my advisor instantly at any hour of any day, and if I don’t, then the advisor isn’t providing good customer service.

• Unhealthy Expectation #2: That my advisor always knows the answer to any question and if they don’t, then they are not fit to manage my money.

• Unhealthy Expectation #3: My advisor must have a finance degree and if they don’t, they are incapable of excellence.

• Unhealthy Expectation #4: I want the very best that the industry has to offer, but I don’t want to pay full price for it. I want a discount!

• Unhealthy Expectation #5: All that matters is performance. If my advisor doesn’t beat the market every single year, I am kicking them to the curb!

• Unhealthy Expectation #6: I won’t listen to my adviser’s recommendation because I know better than them. But will still blame them when my plan doesn’t work out.

• Unhealthy Expectation #7: I don’t want to pay my advisor if they don’t make me money.

• Unhealthy Expectation #8: I expect my adviser to always deliver positive returns, period.

• Unhealthy Expectation #9: I can say whatever or treat my advisor however I want, because the customer is always right.

• Unhealthy Expectation #10: My advisor should never be out of the office, if they happen to be out on vacation when I need a question answered, than I will be upset

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Glenn Leest
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WT Wealth Management
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