The financial advice guru discusses his time-management hacks, the benefits and limitations of direct indexing, and the myth of fee compression in the advice space.
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Everyone should understand the importance of inclusive language, be comfortable making genuine mistakes and feel able to speak out when something unacceptable is said.
Personal recommendations are often the best way to sort the wheat from the chaff. So, what podcasts do those already working in the industry recommend to aspiring financial advisers?