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]
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Roger’s story about Suitability vs Best Interest
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