Blanchett, Finke: What to Do When Clients Listen to TV Pundits

The American College of Financial Services
December 9, 2020

Many advisors agree that having clients with a basic working knowledge of finance is helpful; however, the downside of that knowledge can come when clients become too focused on beating the stock market and jumping on “hot tips” from TV “experts” that more often than not don’t pan out.

WMCP® program instructors and wealth management thought leaders Michael Finke and David Blanchett address the issue of stock market pundits in The College’s new “Wealth, Managed” podcast. Read the full story from ThinkAdvisor, and find all episodes of “Wealth, Managed” on our Podcast page.

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