In this episode, Mark talks about how there is a lack of common sense in the financial services industry. When you have the ability to see every activity with your money, the trust factor is there. Do you know how the investment decisions are made when it comes to your money?Most people don’t. but they will say “I trust my advisor”. When their portfolio is down they then question if their advisor even knows what they are doing. A good discussion begins at a place where client has understanding. The problem with young investors is they try to use too much academics and support for decisions that it confuses the client.

March 8, 2017