Think Wealth Management

Episode 65: Why Your Financial Professional Needs to Say "No"

Jun 06, 2025 • The Personal Finance Podcast

In this episode of the Personal Finance Podcast, Chanda Varma, Senior VP & Financial Coach at MFA talks about a hard truth most investors overlook: Do you really want a Financial Coach who just says ‘yes’?

Or do you want someone who is strong enough to say ‘no’—when it matters the most?

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