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About the Report
Astute wealth management can be as complex as medicine or law…but most people are surprised that financial advisors can be licensed to “practice” with no required experience or training, and no education beyond a few weeks’ study to pass a basic license exam. Surprisingly, many – if not most – advisors are not even required to put their clients’ interests first – and even push high commission products under the guise of objective advice.
Others pledge to put clients first, and pursue highly advanced education – even doctorates – to provide true wealth leadership.
It can be very hard to tell the difference, even for sophisticated investors.
To help find out what kind you have – and make sure it’s the kind you want – download The 8 Big Mistakes to Avoid in Using a Financial Advisor. The report is free, and the information could make all the difference. Get your free copy now.