In today’s Advisors Unscripted, Brad S talks about watching “Wall Street Week” as a teenager and thinking that financial literacy should be taught in his public school. This early motivation—the belief there was a real lack of financial education—influenced him to start his own advisory as an adult. He decided he would not impose an asset minimum on his clients because of what once happened to his father, whose advisor refused to help him because, at that time, he didn’t have enough money. Karl says the other factor that helped propel his advisory was to invest in technology from the very start, which enabled him to offer more comprehensive, holistic financial advice. Advisors Unscripted is a weekly podcast that takes a closer look at why financial advisors do what they do, and how that makes them who they are.

Advisors Unscripted is hosted by Justin Woodbury.

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Insurance-only agents are not licensed to offer investment advice.