Economic and Political Insights

Economic and Political Insights

Personal Finance & Investing

Seven Mistakes Made by Financial Advisors

David Bernstein's avatar
David Bernstein
May 06, 2024
∙ Paid

The advertisement starts with a scared client asking a professionally attired person behind a desk “Are you a certified financial planner?”  The answer “yes” is supposed to reassure the client.

It shouldn’t.

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