Jan 20, 2021
Just as you wouldn't want a doctor to prescribe you a drug
without truly knowing your situation and/or cause of illness,
"true" financial planners shouldn't be prescribing/selling
financial products without knowing the deeper needs and desires of
In short, your advisor should be selling their knowledge and advice instead of financial products.
Learn more about what it means to be a "true" financial planner in this episode.