Brendan Frazier hosted Samantha Lamas and Danielle Labotka on The Human Side of Money Balance Podcast for an episode on some research that attempts to understand, “Why Clients Actually Hire & Fire Their Financial Advisors.”
“If it’s not delivered in a way that shows that you understand how I’m feeling or why I want this thing in the first place, I’m probably still going to walk away [thinking], “Well that wasn’t great. That wasn’t a great experience. I wonder if someone else would be able to do this in a way that didn’t make me feel like a number or a checklist.”