13 Questions to Ask Your Financial Advisor
Ditch the Suits - Your Money, Your Life - Un podcast de Steve Campbell & Travis Maus - Les mardis
Catégories:
Want to get in touch? Send us a text!Show intro (00:27) Addressing investors’ fears (2:01)Financial industry focused on creating FOMO for investors, trying to get investors to buy something they think they need, and recognizing if you are dealing with a salespersonMost financial advisors do not understand investing, knocking your advisor off-script, and story-based sellingDefining what a fiduciary actually is, assuming your advisor is working in your best interests, buying financial prod...
