Real Financial Advising Is Solving Problems

What this episode covers

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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Frequently Asked Questions

How long is this episode of Financial Choices Matter?

This episode is 17 minutes long.

When was this Financial Choices Matter episode published?

This episode was published on November 15, 2018.

What is this episode about?

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...

Can I download this Financial Choices Matter 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.