Advisors Struggle to Follow the Rules

Advisors experience pressure from all different sides, such as academic research, financial industry leaders, their bosses, and their clients. Today, Paul shares a trend of advisors pulling money out for their clients to try to avoid losses, but they still end up missing the upturn. Listen along to hear why Paul thinks this is happening again with fears of inflation. Later in the episode, Dan shares about a new Paul Winkler office in Dickson, TN. 

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