• Advice-Only Planning vs. Investment Management

  • Feb 2 2022
  • Length: 8 mins
  • Podcast

Advice-Only Planning vs. Investment Management

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  • Summary

  • Cody Garrett, CFP® describes his 3-question process for determining who and how we serve as financial advisors. He also reveals misconceptions about serving DIY investors with advice-only financial planning and outlines the 3 T's - Time, Temperament, and Talent required to manage investments.

    Show Links:
    Measure Twice Money - Educational Resources for DIY Investors
    Measure Twice Planners - Webinars and Q&As for Financial Advisors
    Team@MeasureTwiceMoney.com - Submit your questions and connect for future conversations
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