With the Right Advisor, You Get a Chance To Think Through Your Own Decisions

Paul shares three examples of conversations where clients were operating with some old information about their financial situation and were looking for advice. In those situations, you can either tell clients what you think they should do or empower them to learn about finances and make a decision that feels best for them. Listen along as Paul shares some common misconceptions investors face and why you want an advisor who teaches you how to think through your own decisions. 

 

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