Episode #21: Real Financial Advising Is Solving Problems - podcast episode cover

Episode #21: Real Financial Advising Is Solving Problems

Dec 06, 201822 minEp. 21
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Episode description

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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