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When to seek advice and when to ignore it, w/LearnVest & Inspired Capital’s Alexa von Tobel

Masters of Scale

CHAPTER

Navigating Financial Advice and Entrepreneurship

This chapter recounts personal anecdotes that illustrate the challenges of decision-making in finance and entrepreneurship during the 2008 economic downturn. It emphasizes the critical need for accessible financial advice and the consequences of inadequate education, drawing from a significant experience at Morgan Stanley. The speaker shares their journey of launching LearnVest, facing criticism, and ultimately advocating for financial literacy to assist those in need.

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