What's the Gouge on the history of the financial planning industry

Описание: 0:00 Introduction to What's the Gouge? and us
4:09 1759-1969 pre-financial planning industry
8:44 1969-1999 the birth of the industry
17:09 1999-present awkward teenage years of the industry
22:20 Where the industry is at today
35:15 Closing thoughts and hopes for the future

This video covers this history of the financial planning industry as well as an overview on where the industry is today. Understanding this industry can help paint a picture of why one has or has not had the experience that they hope for when interacting with the industry.

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Sierra Hotel Financial, LLC (“SHF”) is a fee-only Registered Investment Advisor. This video and its accompanying materials are provided strictly for educational and informational purposes. Nothing herein should be interpreted as personalized investment advice, tax advice, legal advice, or an offer to buy or sell any financial product. Viewers should consult with a qualified professional before making any financial decisions tailored to their specific situation.

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