BONUS | How Tash got licensed to give general financial advice
A question Natasha Etschmann (Tash Invests) receives all the time is: “How did you get licensed to give general financial advice?” To answer this query for one and all, Tash and her co-host Ana Kresina (Head of Product & Community at Pearler) have dedicated a bonus episode to it!
Join Tash and Ana as they discuss how (and why) Tash got licensed. They also explore various license types; the difference between general and specific advice; and what a licensed representative is actually allowed to say.
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The skinny
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