The Investor Coaching Show with Paul Winkler
Business:Investing
Paul and Ira continue looking through the Series 65 license test prep materials and get a good laugh at how poorly it prepares people to provide adequate financial advice. Listen along as they share specific examples on ways the material claims that advisors can “help” their clients. Paul then encourages investors to find a properly educated advisor so they don’t fall into some of these obvious investment traps.
Don't miss an episode by subscribing to our show. If you're not sure how to subscribe, visit our website here: www.paulwinkler.com/howtosubscribe.
Create your
podcast in
minutes
It is Free