Henssler Financial

Case Study: Follow the Money

Case Study: Follow the Money

Chief Investment Officer Troy Harmon is joined Managing Associate Shawna Theriault, CPA, CFP®, CDFA®, and Associate Logan Daniel, CFP®, CRPC®, discuss the situation of an investor who was working with a broker who put him in very speculative investments. They cover Dr. Gene’s rule of, “Follow the money.”

Duration: 19 min

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