Date: Thursday, May 13th
Time: 12:oo pm CST
We’re going to cover the differences between advisors and between their investment strategies.
What is fee-only versus commissions and how much does it matter? What is a fiduciary and does that matter? What’s the advisors role? What type of education matters? There are different types of investment philosophies that advisors follow, too. We’ll talk about those and how to understand the differences. We’ll talk about how to choose an investment portfolio.
We want to give you a clear picture about how to choose an advisor and how to choose an investment portfolio.
Paul is the President and founder of Paul Winkler, Inc., a registered investment advisory firm located in Goodlettsville, Tennessee. Paul began his career in the financial services industry in 1989 through—like countless others—insurance and mutual fund sales.
After discovering the academic research on investing, he was compelled to start his own business. “With my new understanding of investing, I could no longer, in good conscience, work for the broker-dealer selling products. I wanted to offer clients an investing experience unlike what they would find elsewhere, where they wouldn’t feel sold to, but instead would be coached to understand investing.”
Paul’s unique approach to the world of investing and financial planning stems from his strong belief that the traditional approach to the discipline is often driven more by marketing and sales of financial products than it is by sound investment philosophies. Paul is the author of the book “Above the Maddening Crowd” which is endorsed by many financial teachers and university professors around the country.
* This workshop is provided for educational purposes only. Insurance Services of Tennessee and Kentucky is not affiliated with Paul Winkler Inc. (“PWI”). PWI often refers and recommends other businesses to clients which may benefit them or assist with a need. PWI does not accept commissions or any benefit from such referrals in any event. Clients of PWI are free to use whichever providers they prefer. PWI shall not be responsible for any recommendations, information, acts or inaction of any unaffiliated providers.