Stock Talk - Ep 73 - Getting street smart with financial advise(o)rs

 
 

The financial services industry has been taking a hit lately. With admissions by former staff of pressures by management to meet aggressive sales targets, up-sell customers, and create accounts without customer consent, it hasn't been good run even though they continue to crank out massive profits. The reality is despite these transgressions,  banks are not going away. Financial advisers or advisors are not going away. As investors we will need to co-exist with them. In this episode, Aman walks through some strategies that we can take to become more street smart when  dealing financial advisers of all stripes and get the outcomes we need to help us meet our financial goals.