Know Thy Investments - Financial DNA

What this episode covers

The primary foundations of Financial DNA are "Know Thyself" and Know Thy Client". However, what I have not spoken up much before about is "Know Thy Investments". For both the advisor and the client this is absolutely critical to successful investing. Who at some point has been caught in an investment they did not fully understand and lost money?

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Frequently Asked Questions

How long is this episode of Financial DNA - Discovering Your Unique Financial Personality for a Quality Life!?

This episode is 2 minutes long.

When was this Financial DNA - Discovering Your Unique Financial Personality for a Quality Life! episode published?

This episode was published on April 21, 2009.

What is this episode about?

The primary foundations of Financial DNA are "Know Thyself" and Know Thy Client". However, what I have not spoken up much before about is "Know Thy Investments". For both the advisor and the client this is absolutely critical to successful...

Can I download this Financial DNA - Discovering Your Unique Financial Personality for a Quality Life! episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.