Episode #83: Advising Is Problem-Solving

Many people think of financial advisors as money managers. In reality, advising is problem-solving. Matt gives examples of some of the puzzles he’s worked.

 

For detailed show notes, a corresponding blog post, and access to mentioned resources, click this link:

http://www.smartmoneyquestions.com/podcastposts/episode-83-advising-problem-solving/