Portfolio construction isn’t the only function advisors need to provide to their clients. Investors need Investor Coaches, who provide ongoing education in seminars and social media–coaches who are on the leading edge of communication, who find new ways to get the word out. Mark Matson weighs in on how these modern day coaches advise the average investor.
At Prestige Wealth Management, we are 2 of the 400 investor coaches mentioned in this video. We are part of the investor coaching revolution headed by Mark Matson. To learn more about how you can become part of it all, call our office to attend our upcoming coaching session, “Do You Want to be a Millionaire?” in Colorado Springs. 719-434-3939
Save the Investor, save the world!
