7 habits: Is your financial professional = ed-ju-kated?
- 06/23/15 10:21 AM
How many times have you walked into a Wells Fargo across this country and bumped into a smiling young man or woman? They usually are in their early 20’s, pleasant to be around, and they are aggressively attempting to get your checking and savings business! Once they sit you down at their desk they begin asking you questions about your personal finances. Have you ever wondered if it was a wise idea to give these people your financial information? Do you listen to their advice? Would you act upon it if you realized you were working with someone who just finished a … (4 comments)
How many times have you walked into a Wells Fargo across this country and bumped into a smiling young man or woman? They usually are in their early 20’s, pleasant to be around, and they are aggressively attempting to get your checking and savings business! Once they sit you down at their desk they begin asking you questions about your personal finances. Have you ever wondered if it was a wise idea to give these people your financial information? Do you listen to their advice? Would you act upon it if you realized you were working with someone who just finished a … (4 comments)
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