Investing is like sex... You need to make sure you're suitable. Carrie Cook, President of Ignite Funding, and Misty Bethany, Chief Compliance Officer, discuss financial suitability, emotional suitability, and mental capacity.
Timecodes:
00:00 Intro
00:30 Suitability to Invest
6:35 Get to know your client
9:30 Financial Suitability
16:30 Emotional Suitability
20:00 Mental Capacity
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Disclaimer: Ignite Funding, LLC | NVMBL #311 | AZ CMB-0932150 | | Money invested through a mortgage broker is not guaranteed to earn any interest and is not insured. Prior to investing, investors must be provided applicable disclosure documents.
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