The Investor Coaching Show with Paul Winkler
Business:Investing
After looking through the educational materials for the Series 65 exam, Paul finds why so many investors are led astray by advisors selling products and giving investors exactly what they think they need. Paul and Ira talk about how some of these educational materials sound like malpractice and why you need an advisor who has more education and won’t just regurgitate the sales pitches of common investment products.
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