The Murky Waters of Marketing With the Financial Advice Industry

There's a lot of fear passed on, especially through generations, about money in the role it plays in our lives. Understanding what our emotions are around money is really important in money conversations. In this newer model, compensation is for a service, not a sale. But again, there's such a long history of transactional. As a result, you don't think this person's really caring about what I need.