The Future of Financial Advice Must be More Diverse

Steve Hartel joins Smart Money Circle Host Adam Sarhan in Part 2 to discuss Timeless Investing Lessons & The “Best” Advice. Steve oversees more than $2 billion in assets at Trilogy Financial. Listen now.

The Host:
Adam Sarhan, Author, Investor, and Forbes Contributor, interviews real money managers with over $100 million in assets under management (AUM) to help you learn timeless lessons from real-life money managers.

Disclaimer:
All our work is for educational/informational purposes only. It is general in nature. No specific investment advice is given.

I’ve sat in those rooms, and you have too. You know the ones, where some war-weary veteran of the good old days of financial services talks about how they used to walk uphill both ways in a blizzard to every client meeting.

How the account application was as small as a postcard. How they didn’t even have calculators and surmised rates of return on the back of a napkin.

We are all told that a return to such days would be a good thing for clients and advisors alike and that all of this technology “stuff” is simply ruining a business that at its core is about helping people save for their future, not do calculus.

But those are not the only rooms.

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