Financial Professionals Never Make Mistakes…Not!! (S3 E9)
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Financial Professionals Never Make Mistakes…Not!! (S3 E9)
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About this listen
S3 E9: The financial services industry is highly predatory, with some advisors prioritizing their own biases or financial interests over those of their clients. This poses a challenge for you when looking for trustworthy advisors and expecting them to act in your best interest.
Given that most people require some level of guidance to manage their finances and investments effectively, it is important to consider the potential benefits associated with hiring, or not hiring, an investment professional. No advisor is perfect, so it is advisable to have a thorough understanding of your personal financial situation, and most importantly, don’t be afraid to ask questions.
With several real-life examples, and some humility, host Jeff Harrell illustrates how adopting a "trust but verify" approach should be the standard when selecting someone to assist with managing your money.
(Season 3 Episode 9)
Other Episode Referenced:
- You Know Enough About Investing to…Still Mess Everything Up (S3 E2)
Podcast produced by Ted Cragg of QuickEditPodcasts.com
Music Credit: Dream Cave / Adventure Awaits / courtesy of www.epidemicsound.com