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The Relentless is a podcast from Century21 Real Estate and Slate Studios that rethinks business, redefines success, and reimagines customer experiences. In Season 2, podcast host, author, and entrepreneur Kristen Meinzer talks to experts and thought leaders from a variety of industries about surprising ways businesses and entrepreneurs are redefining hospitality and delivering extraordinary experiences to customers. Be sure to check out Season 1 to hear host Dr. Julie Gurner and inspiring bu ...
Ep 23: Is Your Annual Investment Review Actually Helping You?
Manage episode 285363111 series 2484810
By Dan Reese. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.
Most financial professionals make it a point to have an annual review done with you to look over your portfolio and see how everything has been doing. These reviews should make you feel secure in your plan moving forward, however, some advisors have this review to see if they can sell you another financial product. Dan and Brent talk today on what their annual reviews look like and some red flags you should be weary of.
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