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Doesn't a Financial Advisor Basically Do Investments?

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Manage episode 296228805 series 1214630
Content provided by Devang Shah. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Devang Shah or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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 episodes

Artwork
iconShare
 
Manage episode 296228805 series 1214630
Content provided by Devang Shah. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Devang Shah or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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 episodes

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