• Ep 293 | The 7 Truths Every Financial Adviser Should Know

  • May 16 2024
  • Durée: 25 min
  • Podcast

Ep 293 | The 7 Truths Every Financial Adviser Should Know

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  • Résumé

  • Dive into the compelling insights from Kevin Freeman in the Economic War Room as he discusses the surprisingly small percentage of Americans seeking financial advice and the drastic difference in adviser usage among millionaires. Discover the seven critical realities reshaping the financial advisory landscape, from inflation and the impact of "woke" culture to the emergence of a parallel economy and the game-changer that is AI. Freeman's expertise not only draws from statistical data but also interweaves his personal experiences in the financial sector, offering a deep dive into why these elements are indispensable for advisers striving to better serve their clients today. In this must-watch episode, prepare to rethink what you thought you knew about financial planning and investment strategy
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Finances personnelles Économie
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