EPISODE · Nov 15, 2018 · 17 MIN
Real Financial Advising Is Solving Problems
from Financial Choices Matter · host Charles Scott
Most people think that a financial advisor’s primary job is picking investments. That’s only a small part of it. The reality is that the primary job is solving problems. Let’s look at some situations that have happened over the years where the financial planning became less about picking investments and more about solving problems.
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Real Financial Advising Is Solving Problems
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