Latest / The Investor Coaching Show with Paul Winkler
Free Dinner Workshops Are a Cash Cow for the Industry
There is an entire side industry in the investing world that teaches advisers how to give free dinner workshops and presentations to make sales. Paul and Jim talk about how the industry works to emotionally manipulate you by offering something free, knowing you will feel obligated to give something in return. Listen along as these two advisers discuss a PSA from AARP about the growing number of financial scams tied to free dinner events, with a special focus on annuity sales presentations. Later, Paul talks about saving, paying off debt, and understanding taxes, and poses the question: Is it…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.