Tuesday Mar 25, 2025

Ep. 27: The "Guru Gap" in Financial Services

In this special episode recorded live at The College’s Horizons 2025 conference, Professor of Practice Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP® speaks with author David McKnight about the ubiquitous nature of financial planning “gurus” in the media today and how their advice, while it may give your clients comfort, may not always be in their best interest. They talk about how to differentiate sound advice from sound bites, and why financial professionals should keep open dialogues with clients about things they hear and what’s backed up by the facts.

Any views or opinions expressed in this podcast are the hosts’ and guests' own and do not necessarily represent those of The American College of Financial Services.

For more episodes, visit TheAmericanCollege.edu/Shares.

Comments (0)

To leave or reply to comments, please download free Podbean or

No Comments

Copyright 2024 All rights reserved.

Podcast Powered By Podbean

Version: 20241125