Welcome Episode: If the Public Only Knew What Financial Advisors Aren’t Saying
If you’ve ever felt unsure about your financial advisor—or if you are one—it’s time to stop guessing and start getting real answers.
In this episode, Gary pulls back the curtain on what’s really happening in the world of financial advisory , and why so many clients (and even advisors) are misaligned with their goals. He’s not here to hype stocks or sell you products—he’s here to give you the hard truths that most won’t. Whether you’re managing wealth or managing those who do, this is your chance to finally hear what matters, when it matters most. If you care about your money, your clients, or the future of the industry—you need to hear this.
In this episode, Gary discusses:
- The challenges facing the financial advisory industry today
- Why traditional advisor training often fails
- The emotional and behavioral aspects of investing
- What both advisors and clients get wrong about financial goals
Key Takeaways:
- Most financial advisors fail to create intentional portfolios by not directly linking each investment to a client’s specific goals, which results in confusion, emotional decision-making, and poor long-term outcomes, especially during volatile markets.
- The groundbreaking Payne Sinderbrand Program succeeded because it focused on listening to clients, solving real problems, and implementing multi-layered follow-up and accountability—key elements that traditional, one-size-fits-all training programs completely overlooked.
- An alarming number of junior advisors entering the field over the past 10 years remain unprepared to build practices from scratch, relying instead on potentially inheriting books of business without having developed the essential skills of empathy, trust-building, and client communication.
- Without the emotional discipline to stick to a well-defined, goals-based investment strategy, both advisors and clients risk making reactive decisions that derail long-term financial plans, and it’s the advisor’s responsibility to provide clear, confident leadership even when it’s uncomfortable.
“Unfortunately, a lot of financial advisors don’t want to take the initiative and stand up to their own clients, telling them what they need to do. They’ll tell them what they want to hear, but that’s not often the same as what they need to hear.” — Gary Sinderbrand
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To get in touch with Gary:
Website: https://betterpathtraining.com/
