Maven Money Personal Finance Podcast cover image

275 - Megasode - The Greatest Hits

Maven Money Personal Finance Podcast

00:00

What Great Financial Advisors Can't Do

This is going to be a pretty punchy episode, very countercultural and against conventional wisdom. Most of what a great financial advisor can do, most clients don't initially seek that out. What great advisors do is recommend things which has always worked. We underestimate how skilled we are in sitting down with people and talking about their future.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app