The Biggest Challenge Facing Investors Right Now

Paul got to talk with a bright young financial industry professional who wanted some advice on how to navigate the industry and find a job where he could use his skills and his interest in personal financial planning to help people. This leads to an important conversation about the biggest challenge that both advisors and their investors face in today’s planning landscape: Most education about investing comes to advisors and investors from companies trying to turn a profit selling financial products. 

 

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