Advisors: You are not a financial jukebox

I jokingly told one of my clients that he is “not a bloody financial advisor jukebox!”

This was after my client was explaining that he was not feeling well over the past week while he was working on three large cases at the same time.

I asked them when they were going to get some free time and he remembered that he had the upcoming weekend free, except for a family reunion. He said that would be fun, until the subject of money would come up and that his family members would all want to talk about their investments that they have with him.