Talk of The Villages Florida - View Single Post - Do financial advisors act in their clients' best interests?
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Old 10-05-2024, 04:25 AM
Eg_cruz Eg_cruz is offline
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Quote:
Originally Posted by birdawg View Post
. Why not give them a copy before they ask.
Why? When you call to get auto insurance does the agent send you a copy of the policy when you call or walk into the door?
On an open house does the agent have the deed restrictions sitting on the kitchen table for you to take with you? When you are buying a car do they give you a copy of the lease agreement or financial loan papers before you look at the car?
When you meet with a lawyer to do a trust or a will do they have sample copies sitting in lobby?

I do explain step by step with my clients, I don’t have anything to hide and upon request I’ll get them anything I can ever help them understand better absolutely.
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