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Personal Financial Advisor

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AVG. SALARY

$111,210

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EDUCATION

Bachelor's degree

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JOB OUTLOOK

Stable

Real-Life Activities

Real-Life Decision Making -- Solution

You tell him to seek other counsel.

You inform the client that you don't feel comfortable going along with his investment decisions. He decides to go to another financial planner rather than take your advice.

This is not what financial planner Deborah Webb did in a similar situation. But her choice ended badly.

"We learned to go with our own instincts after this," says Webb, who runs a financial planning service with her husband. "We weren't sure of what to do and we learned that you have to have a clear conscience when you go with a client. Our job is to do the best for the client. In the future, we will go with our intuition and instincts."