Financial Malpractice |

Описание: The #AskTheAdvisor Show - Episode 16

-What is financial malpractice, and how to avoid it.

Hey everybody and welcome back to the #AskTheAdvisor show. This week we are talking about a very big issue in the investment world and that is financial malpractice. Financial malpractice can manifest itself in many different forms, but most commonly we see this in the form of poor or unsuitable recommendations. An unsuitable recommendation is made when a financial professional starts talking strategy and products without fully knowing the client and understanding their needs. Check out this week's show and listen to Mike Desepoli from Heritage for more information on financial malpractice. Don't forget to subscribe!

Here at Heritage, we help people in all walks of life align their money with their goals. Our clients are families, executives, business owners, and doctors who come to us seeking unbiased advice and custom financial strategies. Everyone is different, and we understand that. We will take the time to help you define your optimal lifestyle, then develop the roadmap to get there. Thanks for visiting and don’t forget to subscribe!

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Mike Desepoli is a financial advisor, fiduciary, and the vice president of Heritage Financial Advisory Group. Heritage is an investment management and financial planning firm that specialize in working with entrepreneurs and executives.