Are you Suitable to Invest?

April 14, 2023 00:29:43
Are you Suitable to Invest?
Deeds in the Desert
Are you Suitable to Invest?

Apr 14 2023 | 00:29:43

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Show Notes

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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