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内容由Devang Shah提供。所有播客内容(包括剧集、图形和播客描述)均由 Devang Shah 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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Doesn't a Financial Advisor Basically Do Investments?

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Manage episode 296228805 series 1214630
内容由Devang Shah提供。所有播客内容(包括剧集、图形和播客描述)均由 Devang Shah 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
One of the big myths that prevents clients from seeking out or making the most of a Financial Advisor (a real advisor not a sales representative) is the belief that Advisors "do investments". This short podcast explains key differences between Advisors and Investment Managers and hopes to start a conversation that will help consumers seek the right person for the right job. If you want to read this article, click here - https://rightreturns.com/articles-2021/advising-vs-investing.html
  continue reading

14集单集

Artwork
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Manage episode 296228805 series 1214630
内容由Devang Shah提供。所有播客内容(包括剧集、图形和播客描述)均由 Devang Shah 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
One of the big myths that prevents clients from seeking out or making the most of a Financial Advisor (a real advisor not a sales representative) is the belief that Advisors "do investments". This short podcast explains key differences between Advisors and Investment Managers and hopes to start a conversation that will help consumers seek the right person for the right job. If you want to read this article, click here - https://rightreturns.com/articles-2021/advising-vs-investing.html
  continue reading

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