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Knowing Self Increases Financial Capability |
| Core to my passion is seeing people take more personal responsibility for their financial decisions. In the end this is actually key to your financial success, and overall quality life. To take more personal responsibility means increasing your financial capability. I believe there is an obligation on yourself to get the right financial education and also on your financial advisors to help you by providing it and guiding you. In the end, you need to be able to make more informed choices about the product... |
http://financialdna.podOmatic.com/entry/2008-06-23T14_36_46-07_00
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The Role of Advisors in Consumer Education |
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Financial DNA was originally built based on our passion to see the consumer receive education to become more financially empowered and in our view this starts with greater self-understanding. Consumer financial education does not start with understanding the technical aspects of alpha and beta and what a stock or bond is, or hedge funds.
So, we believe that financial advisors must play a greater role in consumer financial education starting with client behavior.
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http://financialdna.podOmatic.com/entry/2008-07-02T09_51_41-07_00
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