2 Truths and 7 Steps in Understanding the Financial Industry and Finding a Financial Professional
The world of financial advice and investment management is a wildly misunderstood industry. Many of us are under the assumption that their role is to help you make money and create wealth. Sorry to break it to you, but it’s just not the case. It took me over a decade of being undercover in the industry to even recognize what it’s really about, and another decade to figure out what to do about it. (Yes, I’m slow.) Maybe these cliff notes will come in handy for one or two of yo
