VOICES FROM THE INDUSTRY: Annual reviews can help prevent financial horror stories
Sharing stories of success are always a lot more fun for me than horror stories. Nevertheless, much like staring at an accident on the side of the road, most people can’t help but find them more interesting. Of course, you have recently completed your annual review with your financial professional. If not, schedule one as soon as you complete reading your IBJ. Here are two stories to illustrate why it is important. A near-miss The first story goes like this:…