#16 How the financial advice industry is shifting to a profession

Financial Foursight

English - October 28, 2019 14:46 - 23 minutes - 21.7 MB - ★★★★★ - 5 ratings
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Previous Episode: #15 Our Biggest Financial Mistakes

Next Episode: #17 Finding Meaningful Work, Growing Your Income, and Annoying Aspects of an Industry

In this episode, Dwight, Ian, and Isaiah discuss the following:

The shift of fee models in the financial advice world and why that’s a good thing. The profession is moving from just sales. The idea of being a specialist as well.

Tweet of the Week: The problem with social media trolls and direct messaging nasty-grams. Do better!

Finally, why choosing a financial advisor based on an awards list is often not the wisest choice. Ensure you understand how these awards are given, and the inheritant conflicts in how they are awarded.