Mistakes Consumers Make

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This episode’s guest is Simon Reilly, Founder of Leading Advisor, Inc., international values and behavioral analyst, business coach, speaker, and author with 25 years of experience in the personal development industry. Simon will talk about the three main mistakes consumers make when working with a financial advisor – starting too late, working with more than one financial advisor, and telling half-truths. He’ll go over the psychology behind why consumers make these mistakes, and what they can do to plan for a sustainable, long-term financial plan for their futures.

 

 


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