The “Source” Credibility tactic: Trying to impress investors by claiming a connection to a well-known and highly reputable firm. Another version is the false claim to having ‘special’ credentials. Or false claims, such as, “I would never sell an investment that doesn’t produce.” Credentials come in all shapes, sizes, and requirements. When you see a business card with an endless amount of credentials after the name, don’t be fooled. Be skeptical and thorough. Study up on the requirements for the credentials claimed by financial services professionals.. MAKE THIS YOUR 2024 RESOLUTION!
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