Beware of These 10 Common Financial Advisor Mistakes

Summary: Here’s practical advice from a 30-year-plus advisor and Primerica’s national sales director:  “You want to have the type of relationship where it’s you and the client against the world. The goal is always to position it so that the client understands that it’s us and them together trying to get what they want,” Howard Lashner tells ThinkAdvisor in an interview.