The Financial Advocate
Welcome to the Financial Advocate podcast. Each month, we'll simplify one financial planning topic into a quick 5-10 minute episode. Download show notes and additional resources at MarylandFinancialAdvocates.com Disclosures: Copyright © 2018 Maryland Financial Advocates. All Rights Reserved. The financial consultants of Maryland Financial Advocates are Registered Representatives and Investment Adviser Representatives with securities and investment advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: MD, VA, PA, FL, NJ, DE, WA, TX, GA.
Episodes
In this episode of the Financial Advocate Podcast, host Colin Meeks discusses the trap of confusing volume with value in financial planning.
Using the analogy of an experienced carpenter who charges for knowing where to hammer a nail, Colin explains how lengthy, complex financial plans often lead to inaction. Instead, he advocates for a simplified, one-to-two-page approach focusing on two to three clear, actionable steps.
He shares...
Securities and advisory services offered through LPL Financial, A Registered Investment Advisor. Member FINRA/SIPC.
The opinions voiced in this material...
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
This information is not intended to ...
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