Roger’s story about Suitability vs Best Interest episode artwork

EPISODE · Jul 15, 2023 · 37 MIN

Roger’s story about Suitability vs Best Interest

from How is my Financial Health, Doc? · host Vu Kiet Tran

I had the pleasure to have on my show Roger who shared with me his financial literacy journey and how he came to understand Suitability vs Best Interest Standard.   Please email me if you have any comments or feedback at [email protected]

Episode metadata supplied by the publisher feed · Published Jul 15, 2023

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Roger’s story about Suitability vs Best Interest

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