The Most Unethical Things Financial Advisors Do скачать в хорошем качестве

The Most Unethical Things Financial Advisors Do

Most people trust their financial advisor. And most advisors are not bad people. But the way the industry works can quietly create incentives that don’t always align with the client. In this video, Tommy walks through the most common ways people get burned when working with a financial advisor. Not through obvious fraud, but through conflicts, fees, complexity, and advice that sounds reasonable in the moment but creates regret later. This is not about bashing advisors. It’s about understanding where things go wrong, what questions to ask, and how to protect yourself from mistakes that are surprisingly common. Book a time with Tommy → https://form.typeform.com/to/PZWFgVMq Timestamps: 0:00 Intro 0:26 Why It Matters 0:50 Conflicts 2:19 Products 3:05 Fees 3:59 Complexity 4:28 Performance 5:54 Inertia 6:31 Trust 6:58 Big Picture & Outro Advisory services are offered through InvestWise Wealth Management, LLC, an investment adviser affiliated with Caitlin John, LLC, an SEC-registered investment adviser. This content is intended for educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. Always consult with a qualified investment, tax, or legal professional regarding your individual circumstances. The strategies, case studies, and examples discussed are hypothetical and provided solely for illustrative and educational purposes. They do not reflect actual client outcomes and are not guarantees of future results. All investing involves risk, including the potential loss of principal. Comments shared by viewers reflect their own opinions and do not necessarily represent the views of InvestWise Wealth Management, LLC or Caitlin John, LLC. They have not been verified for accuracy and should not be interpreted as testimonials or endorsements.