5min chapter

Maven Money Personal Finance Podcast cover image

275 - Megasode - The Greatest Hits

Maven Money Personal Finance Podcast

CHAPTER

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.

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