Case Study: Not Following Your Investment Strategy
Case Study: Not Following Your Investment Strategy

Case Study: Not Following Your Investment Strategy

🌹J E Y J E Y 🌹

19 min
Business & Finance
Play

Description

<p>Chief Investment Officer Troy Harmon is joined by Managing Associate D.J. Barker, CWS®, and Senior Associate Melanie Wells, CFP®, to cover a situation where the investors are not following the advice laid out by their investment adviser. They cover why the advice was designed for their situation and how not heeding the recommendations can put them behind. <br/><br/>Read the Article: <a href='https://www.henssler.com/deviating-from-an-advisers-recommendations'>https://www.henssler.com/deviating-from-an-advisers-recommendations</a></p>

Uploader

susan88

susan88

Case Study: Not Following Your Investment Strategy - Listen Free | WowFM