My Investment Advisor Is Doing a Great Job…Are You Sure?

Show Notes

Nothing is more important than trust when it comes to financial advice. Unfortunately, the complicated nature of investing results in everyday investors having a difficult time identifying misleading tactics.

Jeff Harrell shares two true stories—that infuriate him to this day—about deceptive information he discovered on real client investment reports.

Do you fully understand how to interpret your returns in your performance reports?

Jeff also outlines what you should be getting from your financial advisor, in the form of investment reports illustrating your returns compared with proper benchmarks.

(Season 1 Episode 10)

Other Episodes Referenced:

Podcast produced by Ted Cragg of QuickEditPodcasts.com

Music Credit: Dream Cave / Adventure Awaits / courtesy of www.epidemicsound.com

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