The Advice Gap with Dr. James Martin DWI-EP198

Dentists Who Invest Podcast - A podcast by Dr. James Martin

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What if you had the power to bypass the advice gap in financial advising and take control of your own financial future? This episode unravels the concept of the advice gap, a phenomenon stemming from the financial advisory services' structure where wealthier clients become more alluring due to the larger percentages advisors can earn from managing substantial portfolios. This often leaves early career professionals on the sidelines, unaided by expert financial advice.Dive into a step-by-step ...