You Don’t Know What Your Advisor Doesn’t Know
The Investor Coaching Show with Paul Winkler

You Don’t Know What Your Advisor Doesn’t Know

2021-12-22

Today, Paul shares about a memorable meeting he had with an investor and his advisor. Listen along as Paul breaks down the investments in the investor’s portfolio, what was wrong with them, and the advisor's reaction. Thus, Paul cautions against blind trust in the investment world, and he offers a solution.

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