Today, Paul and his team share stories over the years where investors suffered because advisors either didn’t have the right education, or they chose not to educate investors. Listen to hear why it’s important to work with an advisor who wants you to make educated decisions. Later in the show, they discuss how busyness doesn’t help your financial plans or your quality of life.
How Do You Know an Investment Firm Is Right for You?
Unfortunately, it is not difficult to get into the investment industry as a financial planner with no experience and very little education.