The Hidden Truth behind Financial Advice

Understanding financial services and what needs to paid for vs. what you should do on your own.
Rating: 4.1 out of 5 (6 ratings)
3,260 students
English [Auto]
What to do and more importantly what not to do when seeking financial advice


  • General understanding of investments


Do you really need a Financial Adviser to get ahead or is this a service sustained through marketing?  This is the question I will answer with what I've learned behind the scenes as well as from my 20 years of experience in the field.  In addition, I will provide some rules to live by that will simplify the whole idea of planning and investing. 

Who this course is for:

  • Anyone who feels overwhelmed on what do when it comes to money

Course content

6 sections6 lectures1h 8m total length
  • Introduction


Financial Adviser
Jason John
  • 4.1 Instructor Rating
  • 6 Reviews
  • 3,260 Students
  • 1 Course

I have been a financial adviser since 1999 when I started as a trainee with American Express (now Ameriprise) Financial Advisors.  After 5 years I felt there were too many conflicts of interests (mainly getting paid commissions) and left to start my own firm where I have worked ever since as a fee-only adviser.