Advice-Only Planning vs. Investment Management
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Advice-Only Planning vs. Investment Management
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About this listen
Cody Garrett, CFP® describes his 3-question process for determining who and how we serve as financial advisors. He also reveals misconceptions about serving DIY investors with advice-only financial planning and outlines the 3 T's - Time, Temperament, and Talent required to manage investments.
Show Links:
Measure Twice Money - Educational Resources for DIY Investors
Measure Twice Planners - Webinars and Q&As for Financial Advisors
Team@MeasureTwiceMoney.com - Submit your questions and connect for future conversations
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