Unconventional Financial Advice with Patrick Tucker
Between-the-lines advice on managing your wealth, from a financial advisor
Patrick Tucker has identified that not all people handle resources the same way--especially money. He explains not only what you'll hear from a financial advisor, but also how you should interpret that advice, depending on your own circumstances.
Your Instructor
When Patrick left his job with a big bank in 2001, he knew he wanted to create an independent financial advisory business that provided value and direction. However, it wasn’t until he lost his biggest account that he realized his true vision. That one loss showed him that his calling was to become a financial caregiver for his clients—not a financial products salesperson.
Patrick vowed to never again accept a commission on any financial product he recommended. He built True Measure on this basis and continues to study investor behavior and the soft sciences to be a resource to his clients. With Patrick’s wealth of knowledge, he can lead his clients and the financial advisors he coaches down a path of financial success and personal fulfillment that is unprecedented in the industry.
Course Curriculum
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StartIntroduction (6:29)
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StartPersonality and Strategy (15:02)
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StartAligning Values (15:16)
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StartEmotional Investor (10:03)
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StartLifeboat Drills (17:53)
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StartFinancial News (10:09)
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StartCompany Stock (14:11)
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StartPay Off Mortgage (16:26)
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StartOutro (4:04)
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StartFull Audio Lesson
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StartShare Knowledge
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