The Most Unethical Things Financial Advisors Do

Описание: Most people trust their financial advisor. And most advisors are not bad people. But the way the industry works can quietly create incentives that don’t always align with the client. In this video, Tommy walks through the most common ways people get burned when working with a financial advisor. Not through obvious fraud, but through conflicts, fees, complexity, and advice that sounds reasonable in the moment but creates regret later.

This is not about bashing advisors. It’s about understanding where things go wrong, what questions to ask, and how to protect yourself from mistakes that are surprisingly common.

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Timestamps:
0:00 Intro
0:26 Why It Matters
0:50 Conflicts
2:19 Products
3:05 Fees
3:59 Complexity
4:28 Performance
5:54 Inertia
6:31 Trust
6:58 Big Picture & Outro

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The strategies, case studies, and examples discussed are hypothetical and provided solely for illustrative and educational purposes. They do not reflect actual client outcomes and are not guarantees of future results. All investing involves risk, including the potential loss of principal.

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