What Is the Worst Trait of a Financial Advisor?
The Investor Coaching Show with Paul Winkler

What Is the Worst Trait of a Financial Advisor?

2022-05-09

Paul and Evan have a fun time reading through an article that lists all the potential reasons your advisor might be a bad fit. Listen along to hear which reason is the most dangerous and whether Paul and Evan agree. Later, Paul and Evan joke about how the financial industry twists research into predictions about the future. 

To get a copy of our new book, Confident Financial Planning, go to paulwinkler.com/book.

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