Forget Investment Management, It's All About Planning

Show Description: Jason and Alex tackle two of the most important questions that an investor can ask themselves. 1) Which is more important, financial planning or investment management? And 2) What kind of experience should you be getting from a financial adviser on each? Jason and Alex share why they place such a strong emphasis on beginning every client relationship with financial planning and continually monitor the plan throughout the entire lifetime of their clients. Investment Managemen...