Investment Oops! My Interview with First Business

Last week when I attended the Morningstar conference in Chicago, the folks at First Business invited me to sit down and chat with them.

It was wonderful to get introduced as a “famous money manager” because that means I can now make stuff up on national TV…

Can’t see the video? Watch it here.

68% of investors want to work with advisors BUT...

They need advisors to put them first AND know how to communicate. Sign up below for a free, four-day video course developed exclusively for REAL financial advisors that will show you how.

Behavior Gap Newsletter