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Your Parents Trust Their Advisor | Series 3.2

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Manage episode 293245157 series 2896200
Content provided by Joseph P. Okaly. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joseph P. Okaly 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.

Do you ever stop and think who your parents are actually taking their advice from?

  • Your parents likely have a very long relationship with their advisor (02:36)
  • They may not be used to asking 'why' based questions (03:01)
  • Respectfully ask thought provoking questions (04:10)

Quote for the episode: "The goal is to have them think and evaluate and ask your opinion, if they want to, as needed."

Securities offered through TFS Securities, Inc., Advisory Services through TFS Advisory Services, a SEC Registered Investment Advisor Member FINRA / SIPC. TFS Securities, Inc. located at 437 Newman Springs Road, Lincroft, NJ 07738 (732) 758-9300.

  continue reading

94 episodes

Artwork
iconShare
 
Manage episode 293245157 series 2896200
Content provided by Joseph P. Okaly. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joseph P. Okaly 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.

Do you ever stop and think who your parents are actually taking their advice from?

  • Your parents likely have a very long relationship with their advisor (02:36)
  • They may not be used to asking 'why' based questions (03:01)
  • Respectfully ask thought provoking questions (04:10)

Quote for the episode: "The goal is to have them think and evaluate and ask your opinion, if they want to, as needed."

Securities offered through TFS Securities, Inc., Advisory Services through TFS Advisory Services, a SEC Registered Investment Advisor Member FINRA / SIPC. TFS Securities, Inc. located at 437 Newman Springs Road, Lincroft, NJ 07738 (732) 758-9300.

  continue reading

94 episodes

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