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ConceptExplored · 3/5

Understand your adviser's decision-making process

The guest suggested investors ask their adviser how decisions are being made on their behalf, specifically probing for discipline, long-term focus, and the adviser's own emotional state.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
Understand your adviser's decision-making process · Zortix