Curtain Call – Let’s Take a Look Behind the Scenes

Posted on 1-13-2021

You can’t just walk into Walmart and buy securities, so how does it work?

For many, the financial services industry is a mysterious and complicated place, but when it comes to your money, knowledge is power!

In this week’s episode of Real Wealth® Weekly, Heather Lindsley, of Guided Path Financial Services & Retirement Planning, brings us Broker Dealer David Hoff, as he dives into some of the behind-the-scenes elements.

Click here to listen to this week’s program.

For more information, contact:

Heather Lindsley, LUTCF, RICP, LACP
Guided Path Financial Services & Retirement Planning