#5 - The Cart Before the Horse episode artwork

EPISODE · Feb 1, 2024 · 32 MIN

#5 - The Cart Before the Horse

from The Clearview Finance Podcast · host Chris Mediate

When seeking help from a financial professional, did you get pitched an investment strategy or financial product on the first meeting? Better question: did you come away from that first meeting feeling uneasy, as if your needs weren't totally heard? Chris and Christopher discuss this trend in the industry, along with actionable thought strategies to help you navigate the role of investing in your financial plan. Recorded on January 29, 2024.

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#5 - The Cart Before the Horse

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This episode is 32 minutes long.

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This episode was published on February 1, 2024.

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When seeking help from a financial professional, did you get pitched an investment strategy or financial product on the first meeting? Better question: did you come away from that first meeting feeling uneasy, as if your needs weren't totally heard?...

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