“I’m just so tired of agreeing to meet with a financial advisor to get help with financial planning, having a good first meeting, being promised a financial plan, then getting into the second meeting and being pitched an annuity or whole life insurance policy.”
The anecdote above was shared with me almost verbatim by two separate business owners who were looking for real financial advice from a fiduciary financial advisor. Instead they got trapped in a sales meeting with a broker.
As frustrating as that is, experiences like the one above are not uncommon. Here’s another one I heard