Measure Twice Money

Advice-Only Planning vs. Investment Management

February 01, 2022 Cody Garrett Episode 2
Measure Twice Money
Advice-Only Planning vs. Investment Management
Show Notes

Cody Garrett, CFP® describes his 3-question process for determining who and how we serve as financial advisors. He also reveals misconceptions about serving DIY investors with advice-only financial planning and outlines the 3 T's - Time, Temperament, and Talent required to manage investments.

Show Links:
Measure Twice Money - Educational Resources for DIY Investors
Measure Twice Planners - Webinars and Q&As for Financial Advisors
Team@MeasureTwiceMoney.com - Submit your questions and connect for future conversations