How Do You Know an Investment Firm Is Right for You?
April 6, 2026
Unfortunately, it is not difficult to get into the investment industry as a financial planner with no experience and very little education.
- August 19, 2021
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Paul answers a listener who asked: “If I want to be an advisor and don’t want to fall into the common traps, how do I get started?” Paul explains that the answer also will help people understand how to find a good advisor. Later in the episode, Paul also shares some theorists who have helped him build his investment philosophy.
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