Why Do (Some) Clients Spend So Darn Much?

12/9/2019

By Antoinette Rodriguez, MBA

Do you ever wonder why financial advisory clients spend so much? Even when it's against the financial plan that you meticulously put together and agreed on? The reasons may include childhood repression, jealousy and "keeping up with the Joneses." Watch my YouTube video to learn more about irrational client spending.

Antoinette Rodriguez, a New York City-based million dollar financial advisor marketing and business scaling coach, discusses 10 telltale signs prospects won't sign up. Antoinette is available for select multi-million dollar financial advisor consulting (virtual or in person in metro NYC) and in person workshops for financial advisor teams in the metro New York City area.

0 Comments

Your comment will be posted after it is approved.

Blog Author

Antoinette Rodriguez aka "ARod" is the CEO of New York City-based MarFi Advisors, a Million Dollar -level consulting firm and coach to financial and professional service providers.

ARod is also the lead video producer for MarFi Video Production for Independent Financial Advisors.

She has over 35 years of experience in "C" level relationship development and is a former Financial Advisor at Merrill Lynch's New York City then downtown World Financial Center headquarters.

If you want to book a one on one consult with Antoinette Rodriguez, email her here.

RSS Feed