Know the Law Because Advisors Might Not

An investment professional can do or say a lot of different things to sell you investment products or engage in risky behavior. In today’s episode, Paul looks at trust law to see what is actually in the law regarding how investment professionals and securities perform. Listen along to see how trust managers are educated about the financial industry. For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.