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Who should you be working with to maximize your wealth? Based on the NY Times article by Paul Sullivan find out the difference between the two and what you should be looking for when it comes to choosing a financial professional to work with.
iTunes Podcast
Here’s a great explanation from my money manager, Mark Matson, on the difference between brokers, advisors, and Investor Coaches…and why it is important to you. Watch this from 5:12-13:08.
Great topic Mark.
This is one of the most confusing areas for investors to understand when advice the are getting is conflicted!
Keep up the great work.
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