My firm pressures me to sell high-fee products to retirees who would be better off with simple index funds but I have a mortgage and two kids in college.
More people experience this than they realize.
You're pushed to sell products that hurt your clients, but you have a mortgage and kids to think about.
“Where Are You with Financial Services — Financial Advisory & Wealth Management?”
If this sounds familiar, the Library can help you find the bigger picture.