What's the Gouge on the history of the financial planning industry скачать в хорошем качестве

What's the Gouge on the history of the financial planning industry

0:00 Introduction to What's the Gouge? and us 4:09 1759-1969 pre-financial planning industry 8:44 1969-1999 the birth of the industry 17:09 1999-present awkward teenage years of the industry 22:20 Where the industry is at today 35:15 Closing thoughts and hopes for the future This video covers this history of the financial planning industry as well as an overview on where the industry is today. Understanding this industry can help paint a picture of why one has or has not had the experience that they hope for when interacting with the industry. Our Website: https://sierrahotelfinancial.com/ NAPFA advisor Search: https://www.napfa.org/find-an-advisor XYPN Search: https://connect.xyplanningnetwork.com... Sierra Hotel Financial, LLC (“SHF”) is a fee-only Registered Investment Advisor. This video and its accompanying materials are provided strictly for educational and informational purposes. Nothing herein should be interpreted as personalized investment advice, tax advice, legal advice, or an offer to buy or sell any financial product. Viewers should consult with a qualified professional before making any financial decisions tailored to their specific situation. All investments carry risk, including the risk of loss. Past performance, historical data, or market commentary do not guarantee future results. Opinions expressed represent SHF’s views as of the recording date and may change without notice. While efforts are made to ensure accuracy, SHF does not warrant the completeness or reliability of any information presented. SHF provides advisory services only to clients in states where it is appropriately registered or exempt from registration. For a full description of services, fee schedule, and regulatory disclosures, please refer to our Form ADV Part 2A & 2B available upon request.