DiscoverThe Investment AdvisorsThe Investment Advisors – Episode 7 – Don’t Get Duped
The Investment Advisors – Episode 7 – Don’t Get Duped

The Investment Advisors – Episode 7 – Don’t Get Duped

Update: 2017-04-07
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Episode 7 of The Investment Advisors – Don’t Get Duped. The financial services industry is confusing. Fancy titles, share classes, fiduciaries, non-fiduciaries…. What’s it all mean? In addition we talk the importance of financial planning and how proper planning will lead to better long term results. The normal crew is back with Brad Roth, Sam […]


The post The Investment Advisors – Episode 7 – Don’t Get Duped appeared first on Kattan Ferretti Financial L.P..

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The Investment Advisors – Episode 7 – Don’t Get Duped

The Investment Advisors – Episode 7 – Don’t Get Duped

Kattan Ferretti Financial, LP