David C Barnett Small Business and Deal Making M&A SMB cover image

Live 2024 Financial Planning for Biz Owners with guest Jennifer R_ Lee

David C Barnett Small Business and Deal Making M&A SMB

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Navigating Online Financial Advice: The Challenge for Licensed Professionals

This chapter explores the difficulties licensed financial professionals face in producing online content due to stringent regulations. It highlights the contrast between the cautious, compliant advice of experts and the less regulated guidance from non-licensed individuals, emphasizing the importance of consumer vigilance in verifying credentials.

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