The Biggest Financial Planning Mistakes Clients Make: Advisors’ Advice

 Commentary  October 13, 2021 at 07:44 AM  Share & Print

Investors make all kinds of mistakes when they handle their own financial planning or let somebody unqualified do it for them.

Advisors polled by ECA told us that the biggest financial planning mistakes their clients made ran the gamut from not having a plan at all to not understanding how their pensions work to spending way too much money on a major purchase without consulting their advisor.

The advisors also provided several ways in which they have fixed the financial planning mistakes made by their clients.

European Compliance Association

European Compliance Association