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Educating Financial Advisors: The Wealth DNA radio show is dedicated to helping you increase your wealth, as well as educating and informing savers & investors. Which raises a question: are Financial Advisors & Planners well versed on all the topics we cover? We could not think of a better way to find out than to interview an expert on educating investment and insurance professionals.
Dr. Larry Barton the President of The American College, will be our special guest to discuss the education these financial & investment professionals receive. The American College, located on the Philadelphia main line is the nation’s largest accredited institution devoted to insurance and financial services. As one of the leading experts on risk management we'll also be able to ask him about the advice he has for investors in this runaway equity bull market.
What level of training and certification do stock brokers have versus Financial Advisors? Is that the same as Registered Investment Advisors? What about the "C" acronyms on their business card? How can an investor know what level of training their advisors have? Are they trained in the alternative investments we've been discussing? Should insurance representatives be selling market linked annuities? For the answers to these and many more questions get a cup of coffee, or glass of wine and join in the conversation …