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Are you getting real wealth leadership?

Does your advisor put you and your family – or themselves – first? Are they highly trained, or merely licensed? Do they deliver real financial planning, or just the veneer of advice to sell products? Learn more about these big mistakes, and the other five mistakes to avoid, by completing the form to get your download now!

Do you know what kind of financial advisor you have? It can be very hard to tell the difference, even for sophisticated investors. Most people are surprised to know:

  • A financial advisor can be licensed to “practice” with no required experience or training
  •  Many – if not most – advisors are not required to put their clients’ interests first 
  • Financial advisors could have no education beyond a few weeks’ study to pass a basic license exam

To find out what kind you have – and make sure it’s the kind you want, complete the form and get your free download now!