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If Your Financial Advisor Builds Their Recommendations Around A Single Investment, Fire Them.
"If your financial advisor hasn't recommended Bitcoin yet, fire them."
In this podcast episode, I break down why this is an ignorant statement and why a true financial advisor doesn't build recommendations around a single investment.
If you're tying the success of a single investment to your career, you're not a true professional who provides personalized advice in people's best interests.
Personal finance is personal. Be keenly aware of the incentives of whoever you take advice from.
Join the MWB community and receive weekly tips in the areas of equity compensation, tax optimization, and financial independence directly to your inbox Fridays at 4 pm (ET).
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By TJ van Gerven
5
1616 ratings
"If your financial advisor hasn't recommended Bitcoin yet, fire them."
In this podcast episode, I break down why this is an ignorant statement and why a true financial advisor doesn't build recommendations around a single investment.
If you're tying the success of a single investment to your career, you're not a true professional who provides personalized advice in people's best interests.
Personal finance is personal. Be keenly aware of the incentives of whoever you take advice from.
Join the MWB community and receive weekly tips in the areas of equity compensation, tax optimization, and financial independence directly to your inbox Fridays at 4 pm (ET).